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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 | $58,505 | $86,298-32.2% | $111,308-47.4% | $85,847-31.8% |
| Participation rate | 95.7% | 73.3%+22.4pp | 77.3%+18.4pp | 69.3%+26.4pp |
| Annual return | 39.27% | 19.99%+19.3pp | 54.67%-15.4pp | 318.61%-279.3pp |
| Employer contribution / active EE | $9,289 | $2,044+354.5% | $2,732+240.0% | $2,565+262.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,290 | $8,189-72.0% | $7,965-71.2% | $6,261-63.4% |