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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 | $100,150 | $183,516-45.4% | $155,534-35.6% | $145,884-31.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 114.40% | 61.43%+53.0pp | 64.92%+49.5pp | 551.85%-437.4pp |
| Employer contribution / active EE | $2,412 | $5,315-54.6% | $4,675-48.4% | $4,662-48.3% |
| Participant deferral / active EE | $7,605 | $6,467+17.6% | $5,630+35.1% | $6,690+13.7% |
| Admin fee / account holder | $1,100 | $19,293-94.3% | $15,900-93.1% | $13,392-91.8% |