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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 | $85,529 | $78,668+8.7% | $109,152-21.6% | $85,854-0.4% |
| Participation rate | 94.0% | 68.3%+25.7pp | 75.9%+18.1pp | 69.3%+24.7pp |
| Annual return | 54.82% | 25.09%+29.7pp | 25.75%+29.1pp | 318.56%-263.7pp |
| Employer contribution / active EE | $5,580 | $2,733+104.1% | $3,722+49.9% | $2,565+117.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $746 | $5,469-86.4% | $6,753-89.0% | $6,260-88.1% |