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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 | $23,550 | $129,737-81.8% | $119,126-80.2% | $154,746-84.8% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 22.84% | 379.08%-356.2pp | 282.11%-259.3pp | 172.34%-149.5pp |
| Employer contribution / active EE | $1,993 | $4,375-54.5% | $4,034-50.6% | $4,379-54.5% |
| Participant deferral / active EE | $6,344 | $5,842+8.6% | $5,318+19.3% | $6,730-5.7% |
| Admin fee / account holder | $527 | $11,961-95.6% | $10,693-95.1% | $14,365-96.3% |