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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 | $91,820 | $69,274+32.5% | $64,097+43.3% | $139,487-34.2% |
| Participation rate | 86.7% | 75.6%+11.0pp | 72.3%+14.3pp | 80.3%+6.3pp |
| Annual return | 17.59% | 46.00%-28.4pp | 33.75%-16.2pp | 373.84%-356.3pp |
| Employer contribution / active EE | $2,333 | $3,187-26.8% | $2,750-15.1% | $4,755-50.9% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,657 | $4,247+56.8% | $3,070+116.9% | $11,407-41.6% |