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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 | $69,946 | $102,382-31.7% | $147,005-52.4% | $80,874-13.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.33% | 134.89%-117.6pp | 418.76%-401.4pp | 35.62%-18.3pp |
| Employer contribution / active EE | $5,929 | $3,715+59.6% | $4,934+20.2% | $2,756+115.2% |
| Participant deferral / active EE | $7,961 | $6,646+19.8% | $8,070-1.3% | $4,297+85.3% |
| Admin fee / account holder | $620 | $7,942-92.2% | $13,006-95.2% | $6,935-91.1% |