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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 | $233,951 | $95,915+143.9% | $79,580+194.0% | $134,532+73.9% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | 73.29% | -2.71%+76.0pp | 0.15%+73.1pp | 418.27%-345.0pp |
| Employer contribution / active EE | $833 | $3,129-73.4% | $2,413-65.5% | $4,741-82.4% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $845 | $9,132-90.7% | $6,835-87.6% | $11,429-92.6% |