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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 | $59,966 | $69,252-13.4% | $64,099-6.4% | $139,456-57.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 115.73% | 45.89%+69.8pp | 33.70%+82.0pp | 373.45%-257.7pp |
| Employer contribution / active EE | $7,758 | $3,184+143.7% | $2,748+182.3% | $4,753+63.2% |
| Participant deferral / active EE | $8,039 | $4,683+71.7% | $3,881+107.1% | $6,711+19.8% |
| Admin fee / account holder | $15,309 | $4,248+260.4% | $3,070+398.6% | $11,407+34.2% |