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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 | $153,460 | $165,399-7.2% | $149,745+2.5% | $158,982-3.5% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 27.28% | 348.34%-321.1pp | 276.72%-249.4pp | 302.99%-275.7pp |
| Employer contribution / active EE | $3,097 | $5,105-39.3% | $4,646-33.3% | $4,763-35.0% |
| Participant deferral / active EE | $6,067 | $7,183-15.5% | $6,843-11.3% | $5,983+1.4% |
| Admin fee / account holder | $2,590 | $10,811-76.0% | $9,312-72.2% | $11,252-77.0% |