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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 | $160,392 | $72,071+122.5% | $68,368+134.6% | $137,256+16.9% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 26.37% | 353.14%-326.8pp | 292.57%-266.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $3,169 | $2,788+13.7% | $2,649+19.6% | $4,156-23.8% |
| Participant deferral / active EE | $6,145 | $4,410+39.3% | $4,123+49.1% | $6,407-4.1% |
| Admin fee / account holder | $3,341 | $5,336-37.4% | $5,150-35.1% | $12,270-72.8% |