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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 | $64,196 | $107,941-40.5% | $91,994-30.2% | $152,897-58.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.07% | 89.28%-70.2pp | 69.04%-50.0pp | 345.43%-326.4pp |
| Employer contribution / active EE | $6,667 | $4,212+58.3% | $3,453+93.1% | $4,764+40.0% |
| Participant deferral / active EE | $4,577 | $6,366-28.1% | $5,924-22.7% | $5,851-21.8% |
| Admin fee / account holder | $980 | $10,521-90.7% | $7,744-87.4% | $11,599-91.6% |