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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 | $171,312 | $105,210+62.8% | $159,487+7.4% | $85,851+99.5% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.8%+1.2pp | 69.3%+14.7pp |
| Annual return | 27.76% | 45.08%-17.3pp | 263.71%-235.9pp | 318.63%-290.9pp |
| Employer contribution / active EE | $3,765 | $3,319+13.4% | $4,831-22.1% | $2,565+46.7% |
| Participant deferral / active EE | $8,065 | $5,946+35.6% | $7,354+9.7% | $3,952+104.1% |
| Admin fee / account holder | $2,597 | $6,934-62.6% | $10,804-76.0% | $6,261-58.5% |