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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 | $107,792 | $115,814-6.9% | $101,275+6.4% | $158,982-32.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.02% | 56.16%-41.1pp | 46.48%-31.5pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,472 | $4,176-64.7% | $3,660-59.8% | $4,763-69.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,903 | $7,249+64.2% | $5,948+100.1% | $11,252+5.8% |