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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 | $102,382-1.6% | $147,005-31.5% | $80,874+24.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 14.89% | 134.89%-120.0pp | 418.76%-403.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,578 | $3,715-57.5% | $4,934-68.0% | $2,756-42.8% |
| Participant deferral / active EE | $8,129 | $6,646+22.3% | $8,070+0.7% | $4,297+89.2% |
| Admin fee / account holder | $4,743 | $7,942-40.3% | $13,006-63.5% | $6,935-31.6% |