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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 | $21,524 | $111,535-80.7% | $105,223-79.5% | $137,256-84.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 18.25% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,391 | $3,939-64.7% | $3,689-62.3% | $4,156-66.5% |
| Participant deferral / active EE | $4,109 | $5,500-25.3% | $5,072-19.0% | $6,407-35.9% |
| Admin fee / account holder | $2,416 | $9,721-75.2% | $8,859-72.7% | $12,270-80.3% |