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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 | $24,833 | $132,634-81.3% | $115,768-78.5% | $137,256-81.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 16.65% | 160.70%-144.1pp | 100.46%-83.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,017 | $3,360-40.0% | $2,940-31.4% | $4,156-51.5% |
| Participant deferral / active EE | $2,430 | $5,619-56.8% | $4,917-50.6% | $6,407-62.1% |
| Admin fee / account holder | $334 | $15,028-97.8% | $12,439-97.3% | $12,270-97.3% |