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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 | $148,048 | $175,259-15.5% | $149,723-1.1% | $139,487+6.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.96% | 166.82%-151.9pp | 134.50%-119.5pp | 373.84%-358.9pp |
| Employer contribution / active EE | $7,730 | $5,478+41.1% | $4,821+60.3% | $4,755+62.6% |
| Participant deferral / active EE | $4,745 | $6,522-27.2% | $5,682-16.5% | $6,713-29.3% |
| Admin fee / account holder | $10,528 | $16,158-34.8% | $13,215-20.3% | $11,407-7.7% |