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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 | $21,022 | $154,228-86.4% | $145,433-85.5% | $137,256-84.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.82% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,983 | $4,804-37.9% | $4,554-34.5% | $4,156-28.2% |
| Participant deferral / active EE | $4,915 | $8,216-40.2% | $7,897-37.8% | $6,407-23.3% |
| Admin fee / account holder | $452 | $14,344-96.8% | $13,129-96.6% | $12,270-96.3% |