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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 | $91,008 | $101,795-10.6% | $165,100-44.9% | $80,959+12.4% |
| Participation rate | 97.8% | 71.8%+26.0pp | 78.6%+19.2pp | 67.7%+30.1pp |
| Annual return | 46.36% | 16.73%+29.6pp | 70.21%-23.8pp | 35.67%+10.7pp |
| Employer contribution / active EE | $4,868 | $2,954+64.8% | $4,348+12.0% | $2,757+76.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,968 | $8,221-51.7% | $12,696-68.7% | $6,925-42.7% |