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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 | $169,356-51.6% | $129,406-36.6% | $145,897-43.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 13.15% | 14418.62%-14405.5pp | 9468.18%-9455.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $802 | $5,542-85.5% | $4,155-80.7% | $4,663-82.8% |
| Participant deferral / active EE | $2,200 | $4,987-55.9% | $4,167-47.2% | $6,689-67.1% |
| Admin fee / account holder | $452 | $9,915-95.4% | $7,689-94.1% | $13,390-96.6% |