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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 | $194,421 | $226,046-14.0% | $182,508+6.5% | $152,870+27.2% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 27.68% | 192.52%-164.8pp | 148.54%-120.9pp | 345.34%-317.7pp |
| Employer contribution / active EE | $5,812 | $4,977+16.8% | $4,075+42.6% | $4,763+22.0% |
| Participant deferral / active EE | $11,978 | $6,368+88.1% | $5,525+116.8% | $5,850+104.7% |
| Admin fee / account holder | $1,825 | $10,704-82.9% | $8,592-78.8% | $11,597-84.3% |