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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 | $230,483 | $175,257+31.5% | $149,717+53.9% | $139,456+65.3% |
| Participation rate | 84.2% | 83.4%+0.8pp | 78.8%+5.4pp | 80.3%+3.9pp |
| Annual return | 16.53% | 166.70%-150.2pp | 134.41%-117.9pp | 373.45%-356.9pp |
| Employer contribution / active EE | $5,393 | $5,477-1.5% | $4,820+11.9% | $4,753+13.5% |
| Participant deferral / active EE | $5,488 | $6,521-15.8% | $5,682-3.4% | $6,711-18.2% |
| Admin fee / account holder | $1,794 | $16,156-88.9% | $13,213-86.4% | $11,407-84.3% |