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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 | $25,942 | $172,111-84.9% | $150,298-82.7% | $137,256-81.1% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 12.88% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $962 | $4,636-79.2% | $4,154-76.8% | $4,156-76.8% |
| Participant deferral / active EE | $2,477 | $6,166-59.8% | $5,453-54.6% | $6,407-61.3% |
| Admin fee / account holder | $1,227 | $16,471-92.6% | $14,116-91.3% | $12,270-90.0% |