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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 | $54,312 | $178,174-69.5% | $156,181-65.2% | $137,256-60.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.44% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,078 | $4,972-78.3% | $4,294-74.9% | $4,156-74.1% |
| Participant deferral / active EE | $3,104 | $6,888-54.9% | $6,132-49.4% | $6,407-51.5% |
| Admin fee / account holder | $933 | $17,404-94.6% | $14,586-93.6% | $12,270-92.4% |