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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 | $164,858 | $176,105-6.4% | $159,474+3.4% | $167,536-1.6% |
| Participation rate | 94.4% | 85.0%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 18.56% | 331.91%-313.4pp | 263.68%-245.1pp | 478.82%-460.3pp |
| Employer contribution / active EE | $2,891 | $5,299-45.4% | $4,831-40.2% | $4,839-40.3% |
| Participant deferral / active EE | $5,395 | $7,751-30.4% | $7,353-26.6% | $6,342-14.9% |
| Admin fee / account holder | $2,377 | $12,559-81.1% | $10,802-78.0% | $12,315-80.7% |