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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 | $32,905 | $172,111-80.9% | $150,298-78.1% | $137,256-76.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.05% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,504 | $4,636-46.0% | $4,154-39.7% | $4,156-39.8% |
| Participant deferral / active EE | $1,775 | $6,166-71.2% | $5,453-67.4% | $6,407-72.3% |
| Admin fee / account holder | $383 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |