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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 | $95,003 | $93,617+1.5% | $135,982-30.1% | $75,177+26.4% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 173.32% | 30.89%+142.4pp | 68.32%+105.0pp | 160.75%+12.6pp |
| Employer contribution / active EE | $1,026 | $3,538-71.0% | $4,859-78.9% | $2,671-61.6% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $566 | $6,980-91.9% | $10,767-94.7% | $5,651-90.0% |