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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 | $72,767 | $82,523-11.8% | $115,752-37.1% | $70,126+3.8% |
| Participation rate | 92.9% | 74.0%+18.9pp | 77.8%+15.1pp | 69.5%+23.3pp |
| Annual return | 51.97% | 28.22%+23.8pp | 19.41%+32.6pp | 73.15%-21.2pp |
| Employer contribution / active EE | $1,119 | $2,758-59.4% | $3,492-67.9% | $2,343-52.2% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,686 | $4,552-19.0% | $6,278-41.3% | $4,645-20.7% |