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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 | $182,281 | $160,028+13.9% | $147,080+23.9% | $145,884+24.9% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 18.03% | 98.60%-80.6pp | 420.17%-402.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $2,294 | $5,286-56.6% | $4,933-53.5% | $4,662-50.8% |
| Participant deferral / active EE | $9,210 | $8,422+9.4% | $8,066+14.2% | $6,690+37.7% |
| Admin fee / account holder | $3,239 | $15,030-78.5% | $12,989-75.1% | $13,392-75.8% |