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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 | $141,543 | $65,361+116.6% | $92,903+52.4% | $72,983+93.9% |
| Participation rate | 81.8% | 68.3%+13.5pp | 76.0%+5.8pp | 69.5%+12.3pp |
| Annual return | 16.73% | 42.11%-25.4pp | 109.43%-92.7pp | 81.01%-64.3pp |
| Employer contribution / active EE | $3,517 | $2,594+35.6% | $3,653-3.7% | $2,440+44.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,786 | $4,251-34.5% | $5,795-51.9% | $5,124-45.6% |