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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 | $89,276 | $63,773+40.0% | $81,286+9.8% | $80,925+10.3% |
| Participation rate | 74.6% | 63.9%+10.7pp | 69.5%+5.1pp | 67.7%+6.9pp |
| Annual return | 46.50% | 16.37%+30.1pp | 24.80%+21.7pp | 35.65%+10.9pp |
| Employer contribution / active EE | $8,104 | $1,979+309.4% | $2,463+229.1% | $2,756+194.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,456 | $5,682-4.0% | $5,764-5.3% | $6,940-21.4% |