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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 | $13,933 | $162,529-91.4% | $130,788-89.3% | $154,746-91.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 26.55% | 510.48%-483.9pp | 386.44%-359.9pp | 172.34%-145.8pp |
| Employer contribution / active EE | $2,437 | $4,447-45.2% | $3,558-31.5% | $4,379-44.3% |
| Participant deferral / active EE | $3,648 | $4,808-24.1% | $4,137-11.8% | $6,730-45.8% |
| Admin fee / account holder | $404 | $7,669-94.7% | $6,673-93.9% | $14,365-97.2% |