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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 | $82,903 | $99,345-16.6% | $84,753-2.2% | $273,970-69.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 213.94% | 22.93%+191.0pp | 22.78%+191.2pp | 41.46%+172.5pp |
| Employer contribution / active EE | $630 | $4,214-85.0% | $3,574-82.4% | $4,869-87.1% |
| Participant deferral / active EE | $17,500 | $4,270+309.9% | $3,712+371.5% | $5,287+231.0% |
| Admin fee / account holder | $1,049 | $6,645-84.2% | $5,333-80.3% | $10,132-89.6% |