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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 | $59,203 | $81,208-27.1% | $98,920-40.2% | $79,852-25.9% |
| Participation rate | 98.8% | 72.5%+26.3pp | 76.0%+22.8pp | 69.6%+29.2pp |
| Annual return | 42.84% | 60.99%-18.2pp | 196.47%-153.6pp | 31.72%+11.1pp |
| Employer contribution / active EE | $3,779 | $1,960+92.8% | $2,689+40.5% | $2,471+52.9% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,096 | $6,013-81.8% | $6,643-83.5% | $5,306-79.3% |