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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 | $21,258 | $125,190-83.0% | $105,624-79.9% | $145,897-85.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 225.22%-212.4pp | 116.20%-103.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,639 | $3,720-29.1% | $3,168-16.7% | $4,663-43.4% |
| Participant deferral / active EE | $2,156 | $5,716-62.3% | $5,013-57.0% | $6,689-67.8% |
| Admin fee / account holder | $518 | $17,138-97.0% | $10,961-95.3% | $13,390-96.1% |