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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 | $147,124 | $81,643+80.2% | $70,462+108.8% | $158,950-7.4% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 32.66% | 208.51%-175.9pp | 109.08%-76.4pp | 302.91%-270.3pp |
| Employer contribution / active EE | $3,046 | $3,218-5.3% | $2,737+11.3% | $4,762-36.0% |
| Participant deferral / active EE | $6,180 | $4,555+35.7% | $3,710+66.6% | $5,983+3.3% |
| Admin fee / account holder | $2,442 | $6,194-60.6% | $3,845-36.5% | $11,248-78.3% |