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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 | $102,393-30.7% | $147,041-51.8% | $80,911-12.4% |
| Participation rate | 86.2% | 75.9%+10.4pp | 82.2%+4.0pp | 67.6%+18.6pp |
| Annual return | 14.80% | 134.95%-120.1pp | 419.21%-404.4pp | 35.63%-20.8pp |
| Employer contribution / active EE | $2,313 | $3,715-37.7% | $4,935-53.1% | $2,756-16.1% |
| Participant deferral / active EE | $7,682 | $6,647+15.6% | $8,071-4.8% | $4,297+78.8% |
| Admin fee / account holder | $900 | $7,943-88.7% | $13,006-93.1% | $6,935-87.0% |