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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 | $91,301 | $80,812+13.0% | $160,784-43.2% | $82,448+10.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 15.53% | 100.59%-85.1pp | 1803.92%-1788.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,020 | $2,174-7.1% | $3,733-45.9% | $2,551-20.8% |
| Participant deferral / active EE | $5,444 | $4,335+25.6% | $6,293-13.5% | $4,139+31.5% |
| Admin fee / account holder | $2,079 | $7,695-73.0% | $9,717-78.6% | $7,234-71.3% |