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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 | $102,385-3.9% | $147,080-33.1% | $80,935+21.6% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 17.61% | 135.09%-117.5pp | 420.17%-402.6pp | 35.66%-18.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,315 | $6,651-35.1% | $8,066-46.5% | $4,299+0.4% |
| Admin fee / account holder | $15,785 | $7,951+98.5% | $12,989+21.5% | $6,924+128.0% |