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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 | $23,125 | $129,737-82.2% | $119,126-80.6% | $154,746-85.1% |
| Participation rate | 86.7% | 78.9%+7.8pp | 75.8%+10.9pp | 80.7%+6.0pp |
| Annual return | 22.40% | 379.08%-356.7pp | 282.11%-259.7pp | 172.34%-149.9pp |
| Employer contribution / active EE | $2,819 | $4,375-35.6% | $4,034-30.1% | $4,379-35.6% |
| Participant deferral / active EE | $2,557 | $5,842-56.2% | $5,318-51.9% | $6,730-62.0% |
| Admin fee / account holder | $670 | $11,961-94.4% | $10,693-93.7% | $14,365-95.3% |