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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 | $156,974 | $157,296-0.2% | $141,191+11.2% | $152,897+2.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 16.68% | 64.34%-47.7pp | 71.41%-54.7pp | 345.43%-328.8pp |
| Employer contribution / active EE | $959 | $5,262-81.8% | $4,736-79.8% | $4,764-79.9% |
| Participant deferral / active EE | $8,450 | $7,111+18.8% | $6,710+25.9% | $5,851+44.4% |
| Admin fee / account holder | $4,763 | $12,125-60.7% | $10,264-53.6% | $11,599-58.9% |