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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 | $100,761 | $102,429-1.6% | $147,096-31.5% | $80,925+24.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 14.89% | 135.02%-120.1pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,578 | $3,716-57.5% | $4,936-68.0% | $2,756-42.8% |
| Participant deferral / active EE | $8,129 | $6,649+22.3% | $8,071+0.7% | $4,299+89.1% |
| Admin fee / account holder | $4,743 | $7,957-40.4% | $13,005-63.5% | $6,940-31.7% |