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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 | $88,091 | $102,422-14.0% | $147,117-40.1% | $80,959+8.8% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 12.25% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,624 | $3,717-29.4% | $4,932-46.8% | $2,757-4.8% |
| Participant deferral / active EE | $7,720 | $6,652+16.1% | $8,065-4.3% | $4,300+79.5% |
| Admin fee / account holder | $11,535 | $7,953+45.0% | $12,993-11.2% | $6,925+66.6% |