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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 | $91,209 | $102,429-11.0% | $147,096-38.0% | $80,925+12.7% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 13.12% | 135.02%-121.9pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $3,373 | $3,716-9.2% | $4,936-31.7% | $2,756+22.4% |
| Participant deferral / active EE | $10,769 | $6,649+62.0% | $8,071+33.4% | $4,299+150.5% |
| Admin fee / account holder | $21,149 | $7,957+165.8% | $13,005+62.6% | $6,940+204.7% |