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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 | $95,260 | $102,429-7.0% | $147,096-35.2% | $80,925+17.7% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 13.62% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,461 | $3,716-33.8% | $4,936-50.1% | $2,756-10.7% |
| Participant deferral / active EE | $8,536 | $6,649+28.4% | $8,071+5.8% | $4,299+98.6% |
| Admin fee / account holder | $656 | $7,957-91.8% | $13,005-95.0% | $6,940-90.6% |