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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,646 | $168,635-39.7% | $147,617-31.1% | $125,389-18.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.53% | 77.65%-75.1pp | 61.98%-59.5pp | 282.24%-279.7pp |
| Employer contribution / active EE | $13,280 | $6,252+112.4% | $5,564+138.7% | $4,866+172.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $428,571 | $13,580+3055.8% | $11,612+3590.9% | $9,541+4392.0% |