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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 | $34,744 | $225,673-84.6% | $203,872-83.0% | $155,188-77.6% |
| Participation rate | 80.0% | 80.3%-0.3pp | 77.8%+2.2pp | 80.8%-0.8pp |
| Annual return | 22.59% | 95.91%-73.3pp | 85.11%-62.5pp | 148.84%-126.2pp |
| Employer contribution / active EE | $1,085 | $4,099-73.5% | $3,757-71.1% | $4,248-74.5% |
| Participant deferral / active EE | $1,180 | $6,893-82.9% | $6,388-81.5% | $6,531-81.9% |
| Admin fee / account holder | $412 | $12,327-96.7% | $11,730-96.5% | $14,480-97.2% |