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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 | $100,482 | $102,429-1.9% | $147,096-31.7% | $80,925+24.2% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 13.07% | 135.02%-122.0pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $3,012 | $3,716-18.9% | $4,936-39.0% | $2,756+9.3% |
| Participant deferral / active EE | $8,506 | $6,649+27.9% | $8,071+5.4% | $4,299+97.9% |
| Admin fee / account holder | $20,882 | $7,957+162.4% | $13,005+60.6% | $6,940+200.9% |