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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 | $22,769 | $114,013-80.0% | $103,693-78.0% | $155,188-85.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 20.69% | 49.31%-28.6pp | 47.61%-26.9pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,508 | $3,131-51.8% | $2,920-48.4% | $4,248-64.5% |
| Participant deferral / active EE | $6,001 | $4,970+20.8% | $4,579+31.1% | $6,531-8.1% |
| Admin fee / account holder | $554 | $8,407-93.4% | $7,858-93.0% | $14,480-96.2% |