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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 | $22,209 | $111,535-80.1% | $105,223-78.9% | $137,256-83.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 22.75% | 237.85%-215.1pp | 180.65%-157.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $963 | $3,939-75.5% | $3,689-73.9% | $4,156-76.8% |
| Participant deferral / active EE | $6,112 | $5,500+11.1% | $5,072+20.5% | $6,407-4.6% |
| Admin fee / account holder | $886 | $9,721-90.9% | $8,859-90.0% | $12,270-92.8% |