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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 | $18,277 | $172,111-89.4% | $150,298-87.8% | $137,256-86.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.60% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,415 | $4,636-69.5% | $4,154-65.9% | $4,156-66.0% |
| Participant deferral / active EE | $2,674 | $6,166-56.6% | $5,453-51.0% | $6,407-58.3% |
| Admin fee / account holder | $582 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |