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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 | $98,196 | $106,008-7.4% | $92,240+6.5% | $147,586-33.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 20.06% | 50.05%-30.0pp | 176.29%-156.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $2,902 | $4,333-33.0% | $3,680-21.1% | $4,876-40.5% |
| Participant deferral / active EE | $5,756 | $4,478+28.5% | $3,897+47.7% | $5,439+5.8% |
| Admin fee / account holder | $810 | $6,333-87.2% | $5,194-84.4% | $10,886-92.6% |