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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 | $88,432 | $102,422-13.7% | $147,117-39.9% | $80,959+9.2% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 37.80% | 135.16%-97.4pp | 420.54%-382.7pp | 35.67%+2.1pp |
| Employer contribution / active EE | $8,173 | $3,717+119.9% | $4,932+65.7% | $2,757+196.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,391 | $7,953-57.4% | $12,993-73.9% | $6,925-51.0% |