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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 | $102,385-7.0% | $147,080-35.2% | $80,935+17.7% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 13.62% | 135.09%-121.5pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,461 | $3,717-33.8% | $4,933-50.1% | $2,757-10.7% |
| Participant deferral / active EE | $8,536 | $6,651+28.3% | $8,066+5.8% | $4,299+98.5% |
| Admin fee / account holder | $656 | $7,951-91.8% | $12,989-95.0% | $6,924-90.5% |