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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 | $176,649 | $157,304+12.3% | $141,197+25.1% | $152,909+15.5% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 25.48% | 64.34%-38.9pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $12,883 | $5,263+144.8% | $4,736+172.0% | $4,764+170.4% |
| Participant deferral / active EE | $4,764 | $7,111-33.0% | $6,710-29.0% | $5,851-18.6% |
| Admin fee / account holder | $7,902 | $12,126-34.8% | $10,265-23.0% | $11,601-31.9% |