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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 | $83,459 | $115,810-27.9% | $101,271-17.6% | $158,966-47.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.85% | 56.15%-43.3pp | 46.48%-33.6pp | 302.95%-290.1pp |
| Employer contribution / active EE | $22,500 | $4,175+438.9% | $3,660+514.7% | $4,762+372.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $384 | $7,248-94.7% | $5,948-93.5% | $11,250-96.6% |