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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 | $163,153 | $125,184+30.3% | $105,607+54.5% | $145,884+11.8% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 8.56% | 225.00%-216.4pp | 116.11%-107.5pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,086 | $3,720-43.9% | $3,167-34.1% | $4,662-55.2% |
| Participant deferral / active EE | $5,242 | $5,714-8.3% | $5,011+4.6% | $6,690-21.6% |
| Admin fee / account holder | $8,343 | $17,133-51.3% | $10,958-23.9% | $13,392-37.7% |