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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 | $124,623 | $91,559+36.1% | $133,978-7.0% | $79,856+56.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.14% | 61.85%-47.7pp | 45.10%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,226 | $2,384+35.3% | $3,919-17.7% | $2,471+30.5% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,280 | $6,321-63.9% | $8,930-74.5% | $5,306-57.0% |