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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 | $102,429-13.4% | $147,096-39.7% | $80,925+9.6% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 15.21% | 135.02%-119.8pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,095 | $6,649+81.9% | $8,071+49.9% | $4,299+181.4% |
| Admin fee / account holder | $9,167 | $7,957+15.2% | $13,005-29.5% | $6,940+32.1% |