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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 | $34,718 | $82,523-57.9% | $115,752-70.0% | $70,126-50.5% |
| Participation rate | 86.1% | 74.0%+12.1pp | 77.8%+8.3pp | 69.5%+16.6pp |
| Annual return | 128.71% | 28.22%+100.5pp | 19.41%+109.3pp | 73.15%+55.6pp |
| Employer contribution / active EE | $1,910 | $2,758-30.8% | $3,492-45.3% | $2,343-18.5% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $998 | $4,552-78.1% | $6,278-84.1% | $4,645-78.5% |