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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 | $60,216 | $64,719-7.0% | $112,249-46.4% | $68,486-12.1% |
| Participation rate | 94.6% | 67.2%+27.4pp | 75.1%+19.5pp | 67.9%+26.7pp |
| Annual return | 75.45% | -11.40%+86.9pp | 27.48%+48.0pp | -7.85%+83.3pp |
| Employer contribution / active EE | $5,689 | $2,747+107.1% | $3,636+56.5% | $2,597+119.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $854 | $5,232-83.7% | $6,412-86.7% | $5,404-84.2% |