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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 | $111,535-79.3% | $105,223-78.0% | $137,256-83.2% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 22.40% | 237.85%-215.5pp | 180.65%-158.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,819 | $3,939-28.4% | $3,689-23.6% | $4,156-32.2% |
| Participant deferral / active EE | $2,557 | $5,500-53.5% | $5,072-49.6% | $6,407-60.1% |
| Admin fee / account holder | $670 | $9,721-93.1% | $8,859-92.4% | $12,270-94.5% |