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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 | $106,787 | $106,008+0.7% | $92,240+15.8% | $147,586-27.6% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.5%+4.8pp | 82.8%-1.6pp |
| Annual return | 18.47% | 50.05%-31.6pp | 176.29%-157.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,463 | $4,333-66.2% | $3,680-60.2% | $4,876-70.0% |
| Participant deferral / active EE | $4,545 | $4,478+1.5% | $3,897+16.6% | $5,439-16.4% |
| Admin fee / account holder | $526 | $6,333-91.7% | $5,194-89.9% | $10,886-95.2% |