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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 | $36,072 | $162,136-77.8% | $152,301-76.3% | $154,746-76.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.32% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,680 | $4,890-65.6% | $4,624-63.7% | $4,379-61.6% |
| Participant deferral / active EE | $2,940 | $8,341-64.7% | $8,004-63.3% | $6,730-56.3% |
| Admin fee / account holder | $336 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |