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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 | $229,968 | $148,629+54.7% | $135,982+69.1% | $139,487+64.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.22% | 79.33%-56.1pp | 68.32%-45.1pp | 373.84%-350.6pp |
| Employer contribution / active EE | $3,775 | $5,247-28.1% | $4,859-22.3% | $4,755-20.6% |
| Participant deferral / active EE | $7,500 | $8,102-7.4% | $7,760-3.3% | $6,713+11.7% |
| Admin fee / account holder | $8,088 | $12,406-34.8% | $10,767-24.9% | $11,407-29.1% |