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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 | $75,849 | $57,140+32.7% | $85,240-11.0% | $80,959-6.3% |
| Participation rate | 95.7% | 56.4%+39.2pp | 67.5%+28.1pp | 67.7%+28.0pp |
| Annual return | 89.15% | 21.71%+67.4pp | 66.75%+22.4pp | 35.67%+53.5pp |
| Employer contribution / active EE | $16,420 | $1,802+811.2% | $2,735+500.3% | $2,757+495.5% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,547 | $4,992+31.2% | $6,165+6.2% | $6,925-5.5% |