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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 | $111,785-5.8% | $93,669+12.5% | $145,877-27.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.92% | 203.79%-192.9pp | 133.59%-122.7pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,206 | $3,096-61.0% | $2,424-50.2% | $4,663-74.1% |
| Participant deferral / active EE | $3,315 | $4,919-32.6% | $4,416-24.9% | $6,691-50.5% |
| Admin fee / account holder | $2,168 | $10,256-78.9% | $8,291-73.9% | $13,402-83.8% |