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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 | $10,715 | $72,071-85.1% | $68,368-84.3% | $137,256-92.2% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.0%+4.3pp |
| Annual return | 15.76% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,298 | $2,788-53.4% | $2,649-51.0% | $4,156-68.8% |
| Participant deferral / active EE | $1,819 | $4,410-58.8% | $4,123-55.9% | $6,407-71.6% |
| Admin fee / account holder | $1,631 | $5,336-69.4% | $5,150-68.3% | $12,270-86.7% |