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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 | $89,026 | $166,089-46.4% | $164,928-46.0% | $145,978-39.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 21.61% | 100.26%-78.6pp | 70.08%-48.5pp | 550.52%-528.9pp |
| Employer contribution / active EE | $2,400 | $5,276-54.5% | $4,343-44.7% | $4,662-48.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,694 | $16,641-89.8% | $12,684-86.6% | $13,400-87.4% |