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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 | $31,642 | $111,814-71.7% | $103,378-69.4% | $145,978-78.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 107.59% | 24.80%+82.8pp | 24.91%+82.7pp | 550.52%-442.9pp |
| Employer contribution / active EE | $5,147 | $4,215+22.1% | $3,870+33.0% | $4,662+10.4% |
| Participant deferral / active EE | $2,924 | $5,618-48.0% | $5,058-42.2% | $6,690-56.3% |
| Admin fee / account holder | $2,737 | $9,764-72.0% | $8,401-67.4% | $13,400-79.6% |