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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 | $205,195 | $132,099+55.3% | $115,599+77.5% | $138,895+47.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 9.27% | 176.76%-167.5pp | 111.10%-101.8pp | 145.39%-136.1pp |
| Employer contribution / active EE | $8,635 | $3,416+152.8% | $2,955+192.2% | $4,194+105.9% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,707 | $15,650-89.1% | $12,841-86.7% | $12,562-86.4% |