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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 | $226,138 | $209,428+8.0% | $178,498+26.7% | $158,950+42.3% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 19.39% | 188.78%-169.4pp | 151.09%-131.7pp | 302.91%-283.5pp |
| Employer contribution / active EE | $4,580 | $5,707-19.8% | $5,011-8.6% | $4,762-3.8% |
| Participant deferral / active EE | $7,015 | $5,955+17.8% | $5,202+34.9% | $5,983+17.3% |
| Admin fee / account holder | $1,433 | $17,077-91.6% | $13,985-89.8% | $11,248-87.3% |