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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 | $105,561 | $115,814-8.9% | $101,275+4.2% | $158,982-33.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.85% | 56.16%-36.3pp | 46.48%-26.6pp | 302.99%-283.1pp |
| Employer contribution / active EE | $3,333 | $4,176-20.2% | $3,660-8.9% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,180 | $7,249-28.5% | $5,948-12.9% | $11,252-54.0% |