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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 | $85,615 | $112,915-24.2% | $90,965-5.9% | $158,950-46.1% |
| Participation rate | 73.3% | 74.7%-1.4pp | 69.0%+4.3pp | 82.0%-8.6pp |
| Annual return | 16.23% | 215.75%-199.5pp | 134.57%-118.3pp | 302.91%-286.7pp |
| Employer contribution / active EE | $780 | $2,894-73.0% | $2,122-63.2% | $4,762-83.6% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,718 | $8,044-78.6% | $5,960-71.2% | $11,248-84.7% |