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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 | $166,323 | $198,462-16.2% | $170,439-2.4% | $147,585+12.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 11.99% | 257.30%-245.3pp | 205.94%-193.9pp | 578.58%-566.6pp |
| Employer contribution / active EE | $2,331 | $6,184-62.3% | $5,433-57.1% | $4,876-52.2% |
| Participant deferral / active EE | $7,128 | $5,629+26.6% | $4,939+44.3% | $5,439+31.1% |
| Admin fee / account holder | $2,132 | $16,852-87.3% | $13,881-84.6% | $10,886-80.4% |