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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 | $227,129 | $99,079+129.2% | $78,002+191.2% | $273,972-17.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 8.26% | 217.93%-209.7pp | 425.99%-417.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,000 | $4,306-7.1% | $3,497+14.4% | $5,287-24.3% |
| Admin fee / account holder | $1,027 | $8,954-88.5% | $5,481-81.3% | $10,133-89.9% |