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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 | $68,566 | $77,638-11.7% | $156,551-56.2% | $62,881+9.0% |
| Participation rate | 97.4% | 71.2%+26.2pp | 84.0%+13.4pp | 69.3%+28.1pp |
| Annual return | 4.85% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $5,336 | $3,444+54.9% | $5,501-3.0% | $2,281+133.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,435 | $5,561-2.3% | $13,028-58.3% | $4,296+26.5% |