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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 | $191,643 | $150,435+27.4% | $120,580+58.9% | $145,897+31.4% |
| Participation rate | 94.1% | 78.8%+15.3pp | 72.0%+22.2pp | 80.3%+13.8pp |
| Annual return | 11.14% | 154.60%-143.5pp | 107.48%-96.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $976 | $4,352-77.6% | $3,469-71.9% | $4,663-79.1% |
| Participant deferral / active EE | $3,231 | $6,174-47.7% | $4,995-35.3% | $6,689-51.7% |
| Admin fee / account holder | $1,739 | $12,182-85.7% | $9,418-81.5% | $13,390-87.0% |