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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 | $200,871 | $166,242+20.8% | $165,071+21.7% | $145,884+37.7% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.6%+2.6pp | 80.3%+0.9pp |
| Annual return | 24.87% | 100.44%-75.6pp | 70.17%-45.3pp | 551.85%-527.0pp |
| Employer contribution / active EE | $2,733 | $5,283-48.3% | $4,347-37.1% | $4,662-41.4% |
| Participant deferral / active EE | $10,694 | $6,964+53.6% | $6,035+77.2% | $6,690+59.9% |
| Admin fee / account holder | $1,784 | $16,658-89.3% | $12,695-86.0% | $13,392-86.7% |