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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 | $70,910 | $102,385-30.7% | $147,080-51.8% | $80,935-12.4% |
| Participation rate | 86.2% | 75.9%+10.3pp | 82.2%+4.0pp | 67.7%+18.5pp |
| Annual return | 14.80% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $2,313 | $3,717-37.8% | $4,933-53.1% | $2,757-16.1% |
| Participant deferral / active EE | $7,682 | $6,651+15.5% | $8,066-4.8% | $4,299+78.7% |
| Admin fee / account holder | $900 | $7,951-88.7% | $12,989-93.1% | $6,924-87.0% |