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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 | $36,064 | $134,817-73.2% | $123,973-70.9% | $155,188-76.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 10.56% | 515.49%-504.9pp | 388.13%-377.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $1,930 | $4,425-56.4% | $4,126-53.2% | $4,248-54.6% |
| Participant deferral / active EE | $4,485 | $5,706-21.4% | $5,247-14.5% | $6,531-31.3% |
| Admin fee / account holder | $337 | $13,245-97.5% | $11,799-97.1% | $14,480-97.7% |