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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 | $150,412+27.4% | $120,574+58.9% | $145,884+31.4% |
| Participation rate | 94.1% | 78.8%+15.3pp | 71.9%+22.2pp | 80.3%+13.8pp |
| Annual return | 11.14% | 154.50%-143.4pp | 107.42%-96.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $976 | $4,355-77.6% | $3,471-71.9% | $4,662-79.1% |
| Participant deferral / active EE | $3,231 | $6,175-47.7% | $4,996-35.3% | $6,690-51.7% |
| Admin fee / account holder | $1,739 | $12,224-85.8% | $9,445-81.6% | $13,392-87.0% |