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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 | $59,505 | $81,504-27.0% | $102,437-41.9% | $80,959-26.5% |
| Participation rate | 91.7% | 66.9%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 106.62% | 25.60%+81.0pp | 24.95%+81.7pp | 35.67%+71.0pp |
| Employer contribution / active EE | $2,778 | $3,104-10.5% | $3,871-28.2% | $2,757+0.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,872 | $6,719-72.1% | $8,388-77.7% | $6,925-73.0% |