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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 | $91,235 | $232,540-60.8% | $185,117-50.7% | $147,586-38.2% |
| Participation rate | 94.4% | 82.4%+12.1pp | 77.3%+17.2pp | 82.8%+11.6pp |
| Annual return | 15.40% | 43.03%-27.6pp | 40.50%-25.1pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,778 | $5,195-46.5% | $4,182-33.6% | $4,876-43.0% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,941 | $10,275-71.4% | $8,159-64.0% | $10,886-73.0% |