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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 | $16,267 | $101,618-84.0% | $93,063-82.5% | $137,256-88.1% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 15.24% | 223.95%-208.7pp | 34.15%-18.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $931 | $2,707-65.6% | $2,476-62.4% | $4,156-77.6% |
| Participant deferral / active EE | $3,978 | $4,279-7.0% | $3,958+0.5% | $6,407-37.9% |
| Admin fee / account holder | $361 | $6,198-94.2% | $6,033-94.0% | $12,270-97.1% |