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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 | $154,898 | $148,582+4.3% | $135,942+13.9% | $139,456+11.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 45.79% | 79.26%-33.5pp | 68.28%-22.5pp | 373.45%-327.7pp |
| Employer contribution / active EE | $1,714 | $5,245-67.3% | $4,858-64.7% | $4,753-63.9% |
| Participant deferral / active EE | $5,267 | $8,101-35.0% | $7,759-32.1% | $6,711-21.5% |
| Admin fee / account holder | $1,962 | $12,402-84.2% | $10,764-81.8% | $11,407-82.8% |