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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 | $83,148 | $102,422-18.8% | $147,117-43.5% | $80,959+2.7% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 20.25% | 135.16%-114.9pp | 420.54%-400.3pp | 35.67%-15.4pp |
| Employer contribution / active EE | $5,494 | $3,717+47.8% | $4,932+11.4% | $2,757+99.3% |
| Participant deferral / active EE | $17,446 | $6,652+162.3% | $8,065+116.3% | $4,300+305.7% |
| Admin fee / account holder | $1,550 | $7,953-80.5% | $12,993-88.1% | $6,925-77.6% |