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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 | $90,742 | $99,652-8.9% | $78,778+15.2% | $147,586-38.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.38% | 47.28%-36.9pp | 35.62%-25.2pp | 578.59%-568.2pp |
| Employer contribution / active EE | $8,844 | $2,796+216.4% | $1,986+345.4% | $4,876+81.4% |
| Participant deferral / active EE | $3,600 | $3,664-1.7% | $2,958+21.7% | $5,439-33.8% |
| Admin fee / account holder | $348 | $7,155-95.1% | $5,134-93.2% | $10,886-96.8% |