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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 | $98,230 | $176,402-44.3% | $134,162-26.8% | $158,982-38.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.77% | 63.66%-45.9pp | 36.35%-18.6pp | 302.99%-285.2pp |
| Employer contribution / active EE | $2,295 | $5,042-54.5% | $3,705-38.1% | $4,763-51.8% |
| Participant deferral / active EE | $8,074 | $4,093+97.3% | $3,500+130.7% | $5,983+34.9% |
| Admin fee / account holder | $16,194 | $8,719+85.7% | $6,685+142.2% | $11,252+43.9% |