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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 | $114,119-74.3% | $107,187-72.7% | $138,895-78.9% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.6pp | 79.9%-1.3pp |
| Annual return | 18.72% | 273.21%-254.5pp | 204.55%-185.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,147 | $4,059-47.1% | $3,782-43.2% | $4,194-48.8% |
| Participant deferral / active EE | $6,043 | $5,538+9.1% | $5,096+18.6% | $6,396-5.5% |
| Admin fee / account holder | $929 | $10,024-90.7% | $9,162-89.9% | $12,562-92.6% |