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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 | $88,682 | $102,422-13.4% | $147,117-39.7% | $80,959+9.5% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 15.21% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,095 | $6,652+81.8% | $8,065+50.0% | $4,300+181.3% |
| Admin fee / account holder | $9,167 | $7,953+15.3% | $12,993-29.4% | $6,925+32.4% |