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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 | $21,054 | $172,111-87.8% | $150,298-86.0% | $137,256-84.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.78% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,876 | $4,636-59.5% | $4,154-54.8% | $4,156-54.9% |
| Participant deferral / active EE | $4,029 | $6,166-34.7% | $5,453-26.1% | $6,407-37.1% |
| Admin fee / account holder | $338 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |