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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 | $21,459 | $129,737-83.5% | $119,126-82.0% | $154,746-86.1% |
| Participation rate | 81.3% | 78.9%+2.4pp | 75.8%+5.5pp | 80.7%+0.5pp |
| Annual return | 17.75% | 379.08%-361.3pp | 282.11%-264.4pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,201 | $4,375-49.7% | $4,034-45.4% | $4,379-49.7% |
| Participant deferral / active EE | $3,967 | $5,842-32.1% | $5,318-25.4% | $6,730-41.1% |
| Admin fee / account holder | $706 | $11,961-94.1% | $10,693-93.4% | $14,365-95.1% |