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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 | $85,906 | $62,583+37.3% | $76,767+11.9% | $64,173+33.9% |
| Participation rate | 88.1% | 72.8%+15.3pp | 77.0%+11.1pp | 69.6%+18.5pp |
| Annual return | 175.41% | -1.95%+177.4pp | 2.43%+173.0pp | 7.63%+167.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,478 | $3,145+10.6% | $3,852-9.7% | $3,470+0.2% |
| Admin fee / account holder | $426 | $4,667-90.9% | $6,675-93.6% | $4,887-91.3% |