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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 | $81,984 | $169,361-51.6% | $129,397-36.6% | $145,877-43.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 13.15% | 14395.54%-14382.4pp | 9453.98%-9440.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $802 | $5,542-85.5% | $4,154-80.7% | $4,663-82.8% |
| Participant deferral / active EE | $2,200 | $4,987-55.9% | $4,167-47.2% | $6,691-67.1% |
| Admin fee / account holder | $452 | $9,903-95.4% | $7,679-94.1% | $13,402-96.6% |