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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 | $72,181 | $209,425-65.5% | $178,499-59.6% | $158,966-54.6% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.98% | 188.80%-174.8pp | 151.10%-137.1pp | 302.95%-289.0pp |
| Employer contribution / active EE | $6,189 | $5,707+8.4% | $5,011+23.5% | $4,762+30.0% |
| Participant deferral / active EE | $5,471 | $5,955-8.1% | $5,202+5.2% | $5,983-8.6% |
| Admin fee / account holder | $729 | $17,078-95.7% | $13,986-94.8% | $11,250-93.5% |