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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 | $98,785 | $102,385-3.5% | $147,080-32.8% | $80,935+22.1% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 13.97% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,856 | $3,717-50.1% | $4,933-62.4% | $2,757-32.7% |
| Participant deferral / active EE | $6,035 | $6,651-9.3% | $8,066-25.2% | $4,299+40.4% |
| Admin fee / account holder | $3,900 | $7,951-51.0% | $12,989-70.0% | $6,924-43.7% |