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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 | $215,845 | $226,135-4.6% | $182,558+18.2% | $152,909+41.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 15.25% | 192.60%-177.4pp | 148.59%-133.3pp | 345.46%-330.2pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,400 | $6,371-30.9% | $5,526-20.4% | $5,851-24.8% |
| Admin fee / account holder | $2,092 | $10,707-80.5% | $8,594-75.7% | $11,601-82.0% |