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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 | $21,715 | $103,038-78.9% | $90,324-76.0% | $152,909-85.8% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 16.94% | 95.25%-78.3pp | 78.15%-61.2pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,611 | $3,141-48.7% | $2,856-43.6% | $4,764-66.2% |
| Participant deferral / active EE | $3,281 | $4,282-23.4% | $3,885-15.6% | $5,851-43.9% |
| Admin fee / account holder | $380 | $6,177-93.9% | $5,356-92.9% | $11,601-96.7% |