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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 | $183,624 | $209,425-12.3% | $178,499+2.9% | $158,966+15.5% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 8.48% | 188.80%-180.3pp | 151.10%-142.6pp | 302.95%-294.5pp |
| Employer contribution / active EE | $2,092 | $5,707-63.3% | $5,011-58.3% | $4,762-56.1% |
| Participant deferral / active EE | $9,486 | $5,955+59.3% | $5,202+82.4% | $5,983+58.6% |
| Admin fee / account holder | $1,617 | $17,078-90.5% | $13,986-88.4% | $11,250-85.6% |