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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 | $102,385-10.9% | $147,080-38.0% | $80,935+12.7% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 13.12% | 135.09%-122.0pp | 420.17%-407.1pp | 35.66%-22.5pp |
| Employer contribution / active EE | $3,373 | $3,717-9.3% | $4,933-31.6% | $2,757+22.3% |
| Participant deferral / active EE | $10,769 | $6,651+61.9% | $8,066+33.5% | $4,299+150.5% |
| Admin fee / account holder | $21,149 | $7,951+166.0% | $12,989+62.8% | $6,924+205.4% |