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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 | $152,716 | $107,353+42.3% | $92,903+64.4% | $152,885-0.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 21.51% | 145.62%-124.1pp | 109.43%-87.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $3,319 | $4,222-21.4% | $3,653-9.2% | $4,763-30.3% |
| Participant deferral / active EE | $6,494 | $4,848+34.0% | $4,238+53.2% | $5,851+11.0% |
| Admin fee / account holder | $1,043 | $7,081-85.3% | $5,795-82.0% | $11,598-91.0% |