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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 | $140,582 | $148,629-5.4% | $135,982+3.4% | $139,487+0.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 88.41% | 79.33%+9.1pp | 68.32%+20.1pp | 373.84%-285.4pp |
| Employer contribution / active EE | $19,922 | $5,247+279.7% | $4,859+310.0% | $4,755+319.0% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $15,938 | $12,406+28.5% | $10,767+48.0% | $11,407+39.7% |