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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 | $90,285 | $72,426+24.7% | $67,560+33.6% | $145,897-38.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 10.32% | 7226.78%-7216.5pp | 3533.50%-3523.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,193 | $4,785-75.1% | $4,004-70.2% | $6,689-82.2% |
| Admin fee / account holder | $4,638 | $5,514-15.9% | $3,994+16.1% | $13,390-65.4% |