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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 | $98,831 | $118,708-16.7% | $98,920-0.1% | $158,966-37.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.68% | 372.49%-357.8pp | 196.47%-181.8pp | 302.95%-288.3pp |
| Employer contribution / active EE | $2,105 | $3,334-36.9% | $2,689-21.7% | $4,762-55.8% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $776 | $10,134-92.3% | $6,643-88.3% | $11,250-93.1% |