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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 | $34,865 | $129,737-73.1% | $119,126-70.7% | $154,746-77.5% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 16.46% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,765 | $4,375-59.7% | $4,034-56.2% | $4,379-59.7% |
| Participant deferral / active EE | $2,204 | $5,842-62.3% | $5,318-58.6% | $6,730-67.3% |
| Admin fee / account holder | $2,362 | $11,961-80.3% | $10,693-77.9% | $14,365-83.6% |