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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 | $60,123 | $102,385-41.3% | $147,080-59.1% | $80,935-25.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.54% | 135.09%-119.6pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $3,455 | $3,717-7.1% | $4,933-30.0% | $2,757+25.3% |
| Participant deferral / active EE | $8,877 | $6,651+33.5% | $8,066+10.1% | $4,299+106.5% |
| Admin fee / account holder | $2,810 | $7,951-64.7% | $12,989-78.4% | $6,924-59.4% |