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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 | $98,850 | $135,645-27.1% | $110,243-10.3% | $135,380-27.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.72% | 513.24%-507.5pp | 314.76%-309.0pp | 519.81%-514.1pp |
| Employer contribution / active EE | $1,667 | $4,907-66.0% | $3,827-56.4% | $4,779-65.1% |
| Participant deferral / active EE | $2,106 | $5,507-61.8% | $4,672-54.9% | $5,609-62.5% |
| Admin fee / account holder | $17,779 | $11,458+55.2% | $8,548+108.0% | $10,828+64.2% |