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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 | $142,959 | $157,304-9.1% | $141,197+1.2% | $152,909-6.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 24.87% | 64.34%-39.5pp | 71.41%-46.5pp | 345.46%-320.6pp |
| Employer contribution / active EE | $3,980 | $5,263-24.4% | $4,736-16.0% | $4,764-16.5% |
| Participant deferral / active EE | $14,285 | $7,111+100.9% | $6,710+112.9% | $5,851+144.1% |
| Admin fee / account holder | $2,040 | $12,126-83.2% | $10,265-80.1% | $11,601-82.4% |