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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 | $158,256 | $178,174-11.2% | $156,181+1.3% | $137,256+15.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 13.43% | 84.19%-70.8pp | 64.87%-51.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $8,900 | $4,972+79.0% | $4,294+107.3% | $4,156+114.2% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,111 | $17,404-36.2% | $14,586-23.8% | $12,270-9.4% |