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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 | $101,763-10.6% | $164,866-44.8% | $80,874+12.5% |
| Participation rate | 97.8% | 71.8%+26.0pp | 78.6%+19.2pp | 67.6%+30.1pp |
| Annual return | 46.36% | 16.73%+29.6pp | 69.97%-23.6pp | 35.62%+10.7pp |
| Employer contribution / active EE | $4,868 | $2,954+64.8% | $4,343+12.1% | $2,756+76.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,968 | $8,228-51.8% | $12,689-68.7% | $6,935-42.8% |