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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 | $102,393-3.5% | $147,041-32.8% | $80,911+22.1% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 13.97% | 134.95%-121.0pp | 419.21%-405.2pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,856 | $3,715-50.1% | $4,935-62.4% | $2,756-32.7% |
| Participant deferral / active EE | $6,035 | $6,647-9.2% | $8,071-25.2% | $4,297+40.4% |
| Admin fee / account holder | $3,900 | $7,943-50.9% | $13,006-70.0% | $6,935-43.8% |