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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 | $125,662 | $175,257-28.3% | $149,717-16.1% | $139,456-9.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.80% | 166.70%-150.9pp | 134.41%-118.6pp | 373.45%-357.6pp |
| Employer contribution / active EE | $4,796 | $5,477-12.4% | $4,820-0.5% | $4,753+0.9% |
| Participant deferral / active EE | $5,972 | $6,521-8.4% | $5,682+5.1% | $6,711-11.0% |
| Admin fee / account holder | $2,545 | $16,156-84.2% | $13,213-80.7% | $11,407-77.7% |