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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 | $191,324 | $70,366+171.9% | $66,674+187.0% | $138,895+37.7% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.7%+18.0pp | 79.9%+11.7pp |
| Annual return | 15.43% | 386.41%-371.0pp | 321.24%-305.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,010 | $2,765-63.5% | $2,620-61.5% | $4,194-75.9% |
| Participant deferral / active EE | $4,607 | $4,374+5.3% | $4,084+12.8% | $6,396-28.0% |
| Admin fee / account holder | $5,466 | $5,262+3.9% | $5,098+7.2% | $12,562-56.5% |