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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 | $185,789 | $162,136+14.6% | $152,301+22.0% | $154,746+20.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 13.14% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,489 | $4,890-69.5% | $4,624-67.8% | $4,379-66.0% |
| Participant deferral / active EE | $5,350 | $8,341-35.9% | $8,004-33.2% | $6,730-20.5% |
| Admin fee / account holder | $4,486 | $15,759-71.5% | $14,398-68.8% | $14,365-68.8% |