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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 | $78,256 | $102,429-23.6% | $147,096-46.8% | $80,925-3.3% |
| Participation rate | 79.2% | 75.9%+3.4pp | 82.2%-3.0pp | 67.7%+11.6pp |
| Annual return | 18.33% | 135.02%-116.7pp | 419.75%-401.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,377 | $6,649+116.2% | $8,071+78.1% | $4,299+234.5% |
| Admin fee / account holder | $2,510 | $7,957-68.5% | $13,005-80.7% | $6,940-63.8% |