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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 | $176,910 | $112,933+56.7% | $90,970+94.5% | $158,982+11.3% |
| Participation rate | 77.3% | 74.7%+2.5pp | 69.0%+8.3pp | 82.0%-4.7pp |
| Annual return | 15.59% | 215.82%-200.2pp | 134.60%-119.0pp | 302.99%-287.4pp |
| Employer contribution / active EE | $1,669 | $2,893-42.3% | $2,122-21.3% | $4,763-65.0% |
| Participant deferral / active EE | $4,154 | $4,128+0.6% | $3,373+23.2% | $5,983-30.6% |
| Admin fee / account holder | $1,397 | $8,047-82.6% | $5,961-76.6% | $11,252-87.6% |