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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 | $122,399 | $184,000-33.5% | $162,185-24.5% | $152,909-20.0% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.5%+10.4pp |
| Annual return | 18.77% | 150.80%-132.0pp | 115.61%-96.8pp | 345.46%-326.7pp |
| Employer contribution / active EE | $8,768 | $6,370+37.6% | $5,613+56.2% | $4,764+84.1% |
| Participant deferral / active EE | $5,172 | $8,033-35.6% | $7,297-29.1% | $5,851-11.6% |
| Admin fee / account holder | $314 | $13,124-97.6% | $10,844-97.1% | $11,601-97.3% |