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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 | $183,539-9.2% | $155,556+7.2% | $145,897+14.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.24% | 61.31%-47.1pp | 64.84%-50.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,062 | $5,315-42.4% | $4,675-34.5% | $4,663-34.3% |
| Participant deferral / active EE | $7,190 | $6,467+11.2% | $5,631+27.7% | $6,689+7.5% |
| Admin fee / account holder | $1,853 | $19,275-90.4% | $15,885-88.3% | $13,390-86.2% |