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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 | $29,277 | $111,535-73.8% | $105,223-72.2% | $137,256-78.7% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 18.72% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,147 | $3,939-45.5% | $3,689-41.8% | $4,156-48.3% |
| Participant deferral / active EE | $6,043 | $5,500+9.9% | $5,072+19.1% | $6,407-5.7% |
| Admin fee / account holder | $929 | $9,721-90.4% | $8,859-89.5% | $12,270-92.4% |