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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 | $70,366-67.6% | $66,674-65.8% | $138,895-83.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 20.69% | 386.41%-365.7pp | 321.24%-300.6pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,508 | $2,765-45.5% | $2,620-42.4% | $4,194-64.0% |
| Participant deferral / active EE | $6,001 | $4,374+37.2% | $4,084+46.9% | $6,396-6.2% |
| Admin fee / account holder | $554 | $5,262-89.5% | $5,098-89.1% | $12,562-95.6% |