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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 | $29,804 | $54,763-45.6% | $90,324-67.0% | $72,976-59.2% |
| Participation rate | 89.7% | 65.2%+24.5pp | 73.3%+16.4pp | 69.5%+20.2pp |
| Annual return | 67.06% | 30.63%+36.4pp | 78.15%-11.1pp | 81.02%-14.0pp |
| Employer contribution / active EE | $2,793 | $2,093+33.4% | $2,856-2.2% | $2,440+14.5% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $816 | $3,973-79.5% | $5,356-84.8% | $5,124-84.1% |