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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 | $105,356 | $111,878-5.8% | $93,727+12.4% | $145,897-27.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.92% | 204.28%-193.4pp | 133.83%-122.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,206 | $3,092-61.0% | $2,421-50.2% | $4,663-74.1% |
| Participant deferral / active EE | $3,315 | $4,920-32.6% | $4,417-25.0% | $6,689-50.4% |
| Admin fee / account holder | $2,168 | $10,256-78.9% | $8,292-73.9% | $13,390-83.8% |