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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 | $181,087 | $183,516-1.3% | $155,534+16.4% | $145,884+24.1% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 17.26% | 61.43%-44.2pp | 64.92%-47.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $7,996 | $5,315+50.5% | $4,675+71.1% | $4,662+71.5% |
| Participant deferral / active EE | $6,807 | $6,467+5.3% | $5,630+20.9% | $6,690+1.8% |
| Admin fee / account holder | $1,418 | $19,293-92.6% | $15,900-91.1% | $13,392-89.4% |