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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 | $212,526 | $185,883+14.3% | $170,043+25.0% | $139,466+52.4% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 16.19% | 60.54%-44.3pp | 53.40%-37.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $9,862 | $7,596+29.8% | $6,790+45.3% | $4,754+107.5% |
| Participant deferral / active EE | $7,984 | $11,626-31.3% | $10,410-23.3% | $6,712+19.0% |
| Admin fee / account holder | $5,335 | $15,393-65.3% | $12,824-58.4% | $11,409-53.2% |