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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 | $74,099 | $152,612-51.4% | $125,192-40.8% | $152,897-51.5% |
| Participation rate | 94.1% | 83.3%+10.8pp | 79.8%+14.3pp | 82.5%+11.7pp |
| Annual return | 13.36% | 54.85%-41.5pp | 43.79%-30.4pp | 345.43%-332.1pp |
| Employer contribution / active EE | $5,882 | $4,947+18.9% | $3,866+52.2% | $4,764+23.5% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $418 | $13,437-96.9% | $9,704-95.7% | $11,599-96.4% |