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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 | $57,974 | $126,113-54.0% | $116,096-50.1% | $155,188-62.6% |
| Participation rate | 83.3% | 75.1%+8.2pp | 73.3%+10.0pp | 80.8%+2.5pp |
| Annual return | 17.82% | 391.72%-373.9pp | 326.25%-308.4pp | 148.84%-131.0pp |
| Employer contribution / active EE | $3,434 | $2,672+28.6% | $2,503+37.2% | $4,248-19.2% |
| Participant deferral / active EE | $8,326 | $4,162+100.1% | $3,952+110.7% | $6,531+27.5% |
| Admin fee / account holder | $1,040 | $8,045-87.1% | $7,704-86.5% | $14,480-92.8% |