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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 | $21,618 | $154,228-86.0% | $145,433-85.1% | $137,256-84.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.72% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,158 | $4,804-34.3% | $4,554-30.7% | $4,156-24.0% |
| Participant deferral / active EE | $5,334 | $8,216-35.1% | $7,897-32.5% | $6,407-16.7% |
| Admin fee / account holder | $6,836 | $14,344-52.3% | $13,129-47.9% | $12,270-44.3% |