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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 | $99,784 | $106,008-5.9% | $92,240+8.2% | $147,586-32.4% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 11.20% | 50.05%-38.8pp | 176.29%-165.1pp | 578.59%-567.4pp |
| Employer contribution / active EE | $8,333 | $4,333+92.3% | $3,680+126.5% | $4,876+70.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,903 | $6,333-69.9% | $5,194-63.4% | $10,886-82.5% |