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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,548 | $84,487+15.5% | $125,358-22.2% | $66,923+45.8% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.8pp | 69.8%+27.4pp |
| Annual return | -6.68% | -8.39%+1.7pp | 572.03%-578.7pp | 1.58%-8.3pp |
| Employer contribution / active EE | $10,648 | $3,553+199.7% | $4,814+121.2% | $2,545+318.5% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,447-100.0% | $4,237-100.0% |
| Admin fee / account holder | $345 | $685-49.7% | $10,007-96.6% | $593-41.9% |