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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 | $244,649 | $183,539+33.3% | $155,556+57.3% | $145,897+67.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 18.08% | 61.31%-43.2pp | 64.84%-46.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $5,275 | $5,315-0.8% | $4,675+12.8% | $4,663+13.1% |
| Participant deferral / active EE | $7,016 | $6,467+8.5% | $5,631+24.6% | $6,689+4.9% |
| Admin fee / account holder | $16,428 | $19,275-14.8% | $15,885+3.4% | $13,390+22.7% |