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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 | $166,725 | $183,592-9.2% | $155,574+7.2% | $145,877+14.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.24% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,062 | $5,317-42.4% | $4,676-34.5% | $4,663-34.3% |
| Participant deferral / active EE | $7,190 | $6,466+11.2% | $5,629+27.7% | $6,691+7.5% |
| Admin fee / account holder | $1,853 | $19,316-90.4% | $15,914-88.4% | $13,402-86.2% |