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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 | $159,085 | $157,296+1.1% | $141,191+12.7% | $152,897+4.0% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 22.57% | 64.34%-41.8pp | 71.41%-48.8pp | 345.43%-322.9pp |
| Employer contribution / active EE | $6,667 | $5,262+26.7% | $4,736+40.8% | $4,764+40.0% |
| Participant deferral / active EE | $5,513 | $7,111-22.5% | $6,710-17.8% | $5,851-5.8% |
| Admin fee / account holder | $1,587 | $12,125-86.9% | $10,264-84.5% | $11,599-86.3% |