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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 | $73,083 | $70,430+3.8% | $96,572-24.3% | $85,851-14.9% |
| Participation rate | 98.3% | 61.8%+36.5pp | 69.8%+28.5pp | 69.3%+29.0pp |
| Annual return | 72.09% | 18.58%+53.5pp | 37.79%+34.3pp | 318.63%-246.5pp |
| Employer contribution / active EE | $1,190 | $1,413-15.8% | $2,357-49.5% | $2,565-53.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $466 | $4,996-90.7% | $6,183-92.5% | $6,261-92.6% |