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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 | $21,557 | $129,737-83.4% | $119,126-81.9% | $154,746-86.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 17.08% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,988 | $4,375-54.6% | $4,034-50.7% | $4,379-54.6% |
| Participant deferral / active EE | $2,414 | $5,842-58.7% | $5,318-54.6% | $6,730-64.1% |
| Admin fee / account holder | $789 | $11,961-93.4% | $10,693-92.6% | $14,365-94.5% |