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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 | $63,845+39.8% | $81,370+9.7% | $80,959+10.3% |
| Participation rate | 74.6% | 63.9%+10.7pp | 69.5%+5.0pp | 67.7%+6.9pp |
| Annual return | 46.50% | 16.37%+30.1pp | 24.85%+21.7pp | 35.67%+10.8pp |
| Employer contribution / active EE | $8,104 | $1,980+309.4% | $2,464+228.9% | $2,757+193.9% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,456 | $5,688-4.1% | $5,749-5.1% | $6,925-21.2% |