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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 | $94,252 | $50,947+85.0% | $74,551+26.4% | $64,173+46.9% |
| Participation rate | 93.9% | 61.1%+32.9pp | 69.1%+24.8pp | 69.6%+24.4pp |
| Annual return | 95.58% | -1.85%+97.4pp | 32.53%+63.0pp | 7.63%+87.9pp |
| Employer contribution / active EE | $884 | $1,115-20.7% | $1,961-54.9% | $2,381-62.9% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $348 | $4,221-91.7% | $5,059-93.1% | $4,887-92.9% |