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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 | $20,476 | $172,111-88.1% | $150,298-86.4% | $137,256-85.1% |
| Participation rate | 91.3% | 81.7%+9.6pp | 77.8%+13.5pp | 80.0%+11.3pp |
| Annual return | 14.22% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,375 | $4,636-48.8% | $4,154-42.8% | $4,156-42.9% |
| Participant deferral / active EE | $2,945 | $6,166-52.2% | $5,453-46.0% | $6,407-54.0% |
| Admin fee / account holder | $1,200 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |