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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 | $108,422 | $112,131-3.3% | $95,964+13.0% | $158,982-31.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.73% | 171.19%-164.5pp | 91.64%-84.9pp | 302.99%-296.3pp |
| Employer contribution / active EE | $1,968 | $3,199-38.5% | $2,541-22.6% | $4,763-58.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,092 | $10,136-59.6% | $6,797-39.8% | $11,252-63.6% |