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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 | $125,193+30.3% | $105,591+54.5% | $145,978+11.8% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 8.56% | 225.53%-217.0pp | 116.43%-107.9pp | 550.52%-542.0pp |
| Employer contribution / active EE | $2,086 | $3,718-43.9% | $3,166-34.1% | $4,662-55.2% |
| Participant deferral / active EE | $5,242 | $5,708-8.2% | $5,008+4.7% | $6,690-21.6% |
| Admin fee / account holder | $8,343 | $17,277-51.7% | $11,024-24.3% | $13,400-37.7% |