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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 | $129,329 | $111,535+16.0% | $105,223+22.9% | $137,256-5.8% |
| Participation rate | 79.2% | 78.1%+1.1pp | 75.0%+4.1pp | 80.0%-0.8pp |
| Annual return | 23.45% | 237.85%-214.4pp | 180.65%-157.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,667 | $3,939-57.7% | $3,689-54.8% | $4,156-59.9% |
| Participant deferral / active EE | $4,561 | $5,500-17.1% | $5,072-10.1% | $6,407-28.8% |
| Admin fee / account holder | $1,387 | $9,721-85.7% | $8,859-84.3% | $12,270-88.7% |