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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 | $84,660 | $86,288-1.9% | $111,306-23.9% | $85,851-1.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 92.44% | 19.99%+72.5pp | 54.67%+37.8pp | 318.63%-226.2pp |
| Employer contribution / active EE | $7,692 | $2,044+276.4% | $2,732+181.6% | $2,565+199.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,669 | $8,189-79.6% | $7,966-79.0% | $6,261-73.3% |