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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 | $11,002 | $169,361-93.5% | $129,397-91.5% | $145,877-92.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 15.61% | 14395.54%-14379.9pp | 9453.98%-9438.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,224 | $5,542-59.9% | $4,154-46.5% | $4,663-52.3% |
| Participant deferral / active EE | $3,502 | $4,987-29.8% | $4,167-16.0% | $6,691-47.7% |
| Admin fee / account holder | $1,774 | $9,903-82.1% | $7,679-76.9% | $13,402-86.8% |