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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 | $21,170 | $162,529-87.0% | $130,788-83.8% | $154,746-86.3% |
| Participation rate | 95.7% | 75.9%+19.8pp | 70.1%+25.6pp | 80.7%+15.0pp |
| Annual return | 10.86% | 510.48%-499.6pp | 386.44%-375.6pp | 172.34%-161.5pp |
| Employer contribution / active EE | $609 | $4,447-86.3% | $3,558-82.9% | $4,379-86.1% |
| Participant deferral / active EE | $919 | $4,808-80.9% | $4,137-77.8% | $6,730-86.3% |
| Admin fee / account holder | $441 | $7,669-94.3% | $6,673-93.4% | $14,365-96.9% |