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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 | $134,931 | $111,785+20.7% | $93,669+44.1% | $145,877-7.5% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 15.15% | 203.79%-188.6pp | 133.59%-118.4pp | 551.28%-536.1pp |
| Employer contribution / active EE | $577 | $3,096-81.4% | $2,424-76.2% | $4,663-87.6% |
| Participant deferral / active EE | $1,244 | $4,919-74.7% | $4,416-71.8% | $6,691-81.4% |
| Admin fee / account holder | $3,473 | $10,256-66.1% | $8,291-58.1% | $13,402-74.1% |