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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 | $22,522 | $166,268-86.5% | $165,100-86.4% | $145,897-84.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 20.23% | 100.52%-80.3pp | 70.21%-50.0pp | 552.29%-532.1pp |
| Employer contribution / active EE | $1,697 | $5,284-67.9% | $4,348-61.0% | $4,663-63.6% |
| Participant deferral / active EE | $7,615 | $6,964+9.3% | $6,035+26.2% | $6,689+13.8% |
| Admin fee / account holder | $345 | $16,659-97.9% | $12,696-97.3% | $13,390-97.4% |