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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 | $27,741 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.54% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,037 | $4,804-78.4% | $4,554-77.2% | $4,156-75.0% |
| Participant deferral / active EE | $2,833 | $8,216-65.5% | $7,897-64.1% | $6,407-55.8% |
| Admin fee / account holder | $478 | $14,344-96.7% | $13,129-96.4% | $12,270-96.1% |