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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 | $23,806 | $102,638-76.8% | $81,982-71.0% | $158,982-85.0% |
| Participation rate | 92.9% | 75.5%+17.3pp | 69.3%+23.6pp | 82.0%+10.9pp |
| Annual return | 16.18% | 61.05%-44.9pp | 41.31%-25.1pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,017 | $3,241-68.6% | $2,498-59.3% | $4,763-78.6% |
| Participant deferral / active EE | $5,035 | $4,649+8.3% | $3,722+35.3% | $5,983-15.8% |
| Admin fee / account holder | $494 | $8,237-94.0% | $5,665-91.3% | $11,252-95.6% |