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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 | $103,923 | $102,429+1.5% | $147,096-29.4% | $80,925+28.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.55% | 135.02%-118.5pp | 419.75%-403.2pp | 35.65%-19.1pp |
| Employer contribution / active EE | $4,177 | $3,716+12.4% | $4,936-15.4% | $2,756+51.5% |
| Participant deferral / active EE | $8,851 | $6,649+33.1% | $8,071+9.7% | $4,299+105.9% |
| Admin fee / account holder | $4,490 | $7,957-43.6% | $13,005-65.5% | $6,940-35.3% |