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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 | $127,585 | $70,366+81.3% | $66,674+91.4% | $138,895-8.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 17.76% | 386.41%-368.6pp | 321.24%-303.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $400 | $2,765-85.5% | $2,620-84.7% | $4,194-90.5% |
| Participant deferral / active EE | $19,996 | $4,374+357.1% | $4,084+389.6% | $6,396+212.6% |
| Admin fee / account holder | $1,511 | $5,262-71.3% | $5,098-70.4% | $12,562-88.0% |