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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 | $57,057+32.9% | $85,009-10.8% | $80,874-6.2% |
| Participation rate | 95.7% | 56.4%+39.3pp | 67.5%+28.1pp | 67.6%+28.0pp |
| Annual return | 89.15% | 21.66%+67.5pp | 66.47%+22.7pp | 35.62%+53.5pp |
| Employer contribution / active EE | $16,420 | $1,799+812.8% | $2,728+501.8% | $2,756+495.9% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,547 | $4,986+31.3% | $6,153+6.4% | $6,935-5.6% |