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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 | $37,475 | $197,603-81.0% | $177,827-78.9% | $158,950-76.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.39% | 58.76%-43.4pp | 48.32%-32.9pp | 302.91%-287.5pp |
| Employer contribution / active EE | $2,447 | $6,698-63.5% | $5,918-58.7% | $4,762-48.6% |
| Participant deferral / active EE | $5,432 | $8,404-35.4% | $7,713-29.6% | $5,983-9.2% |
| Admin fee / account holder | $382 | $15,402-97.5% | $12,429-96.9% | $11,248-96.6% |