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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 | $150,052 | $166,268-9.8% | $165,100-9.1% | $145,897+2.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.15% | 100.52%-87.4pp | 70.21%-57.1pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,621 | $5,284-50.4% | $4,348-39.7% | $4,663-43.8% |
| Participant deferral / active EE | $5,399 | $6,964-22.5% | $6,035-10.6% | $6,689-19.3% |
| Admin fee / account holder | $2,187 | $16,659-86.9% | $12,696-82.8% | $13,390-83.7% |