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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 | $209,177 | $148,623+40.7% | $135,974+53.8% | $139,466+50.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 16.30% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,134 | $5,246-59.3% | $4,859-56.1% | $4,754-55.1% |
| Participant deferral / active EE | $8,818 | $8,103+8.8% | $7,760+13.6% | $6,712+31.4% |
| Admin fee / account holder | $7,102 | $12,406-42.8% | $10,767-34.0% | $11,409-37.7% |