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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 | $172,519 | $209,425-17.6% | $178,499-3.3% | $158,966+8.5% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 17.58% | 188.80%-171.2pp | 151.10%-133.5pp | 302.95%-285.4pp |
| Employer contribution / active EE | $7,402 | $5,707+29.7% | $5,011+47.7% | $4,762+55.4% |
| Participant deferral / active EE | $8,715 | $5,955+46.3% | $5,202+67.5% | $5,983+45.7% |
| Admin fee / account holder | $8,237 | $17,078-51.8% | $13,986-41.1% | $11,250-26.8% |