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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 | $115,880 | $83,485+38.8% | $125,192-7.4% | $72,975+58.8% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.5%+23.6pp |
| Annual return | 90.86% | 25.77%+65.1pp | 43.79%+47.1pp | 81.01%+9.9pp |
| Employer contribution / active EE | $2,819 | $2,346+20.2% | $3,866-27.1% | $2,440+15.5% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,876 | $5,518-29.8% | $9,704-60.1% | $5,124-24.4% |