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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 | $191,566 | $208,088-7.9% | $186,193+2.9% | $154,746+23.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 8.97% | 89.97%-81.0pp | 78.03%-69.1pp | 172.34%-163.4pp |
| Employer contribution / active EE | $6,450 | $4,340+48.6% | $3,918+64.6% | $4,379+47.3% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,202 | $11,698-55.5% | $11,058-53.0% | $14,365-63.8% |