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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 | $26,948 | $172,111-84.3% | $150,298-82.1% | $137,256-80.4% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 91.70% | 69.37%+22.3pp | 62.79%+28.9pp | 220.34%-128.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,978 | $6,166-67.9% | $5,453-63.7% | $6,407-69.1% |
| Admin fee / account holder | $2,400 | $16,471-85.4% | $14,116-83.0% | $12,270-80.4% |