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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 | $149,389 | $176,105-15.2% | $159,474-6.3% | $167,536-10.8% |
| Participation rate | 78.6% | 85.0%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 14.03% | 331.91%-317.9pp | 263.68%-249.6pp | 478.82%-464.8pp |
| Employer contribution / active EE | $4,553 | $5,299-14.1% | $4,831-5.8% | $4,839-5.9% |
| Participant deferral / active EE | $6,124 | $7,751-21.0% | $7,353-16.7% | $6,342-3.4% |
| Admin fee / account holder | $1,505 | $12,559-88.0% | $10,802-86.1% | $12,315-87.8% |