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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 | $147,476 | $132,099+11.6% | $115,599+27.6% | $138,895+6.2% |
| Participation rate | 87.0% | 77.9%+9.1pp | 74.3%+12.7pp | 79.9%+7.0pp |
| Annual return | 12.31% | 176.76%-164.4pp | 111.10%-98.8pp | 145.39%-133.1pp |
| Employer contribution / active EE | $3,057 | $3,416-10.5% | $2,955+3.5% | $4,194-27.1% |
| Participant deferral / active EE | $7,908 | $5,617+40.8% | $4,889+61.7% | $6,396+23.6% |
| Admin fee / account holder | $1,655 | $15,650-89.4% | $12,841-87.1% | $12,562-86.8% |