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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 | $98,393 | $102,382-3.9% | $147,005-33.1% | $80,874+21.7% |
| Participation rate | 76.7% | 75.8%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 17.61% | 134.89%-117.3pp | 418.76%-401.2pp | 35.62%-18.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,315 | $6,646-35.1% | $8,070-46.5% | $4,297+0.4% |
| Admin fee / account holder | $15,785 | $7,942+98.7% | $13,006+21.4% | $6,935+127.6% |