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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 | $78,521 | $107,944-27.3% | $91,994-14.6% | $152,885-48.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 25.52% | 89.26%-63.7pp | 69.03%-43.5pp | 345.39%-319.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,826 | $6,365-55.6% | $5,923-52.3% | $5,851-51.7% |
| Admin fee / account holder | $7,323 | $10,521-30.4% | $7,743-5.4% | $11,598-36.9% |