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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 | $111,535-78.9% | $105,223-77.6% | $137,256-82.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 22.84% | 237.85%-215.0pp | 180.65%-157.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,993 | $3,939-49.4% | $3,689-46.0% | $4,156-52.1% |
| Participant deferral / active EE | $6,344 | $5,500+15.3% | $5,072+25.1% | $6,407-1.0% |
| Admin fee / account holder | $527 | $9,721-94.6% | $8,859-94.1% | $12,270-95.7% |