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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 | $151,644 | $144,130+5.2% | $117,861+28.7% | $147,586+2.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 19.62% | 531.20%-511.6pp | 335.11%-315.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $2,437 | $4,897-50.2% | $3,786-35.6% | $4,876-50.0% |
| Participant deferral / active EE | $6,583 | $5,316+23.8% | $4,482+46.9% | $5,439+21.0% |
| Admin fee / account holder | $1,774 | $10,887-83.7% | $8,021-77.9% | $10,886-83.7% |