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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 | $73,879 | $93,617-21.1% | $135,982-45.7% | $75,177-1.7% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 135.66% | 30.89%+104.8pp | 68.32%+67.3pp | 160.75%-25.1pp |
| Employer contribution / active EE | $5,005 | $3,538+41.5% | $4,859+3.0% | $2,671+87.4% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,941 | $6,980-72.2% | $10,767-82.0% | $5,651-65.6% |