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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 | $91,533 | $99,921-8.4% | $85,009+7.7% | $145,959-37.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.81% | 83.89%-71.1pp | 66.47%-53.7pp | 561.95%-549.1pp |
| Employer contribution / active EE | $2,269 | $3,233-29.8% | $2,728-16.8% | $4,661-51.3% |
| Participant deferral / active EE | $9,629 | $5,293+81.9% | $4,522+113.0% | $6,689+44.0% |
| Admin fee / account holder | $1,176 | $7,252-83.8% | $6,153-80.9% | $13,398-91.2% |