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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 | $176,526 | $209,422-15.7% | $178,503-1.1% | $158,982+11.0% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 20.99% | 188.81%-167.8pp | 151.12%-130.1pp | 302.99%-282.0pp |
| Employer contribution / active EE | $2,457 | $5,707-56.9% | $5,011-51.0% | $4,763-48.4% |
| Participant deferral / active EE | $4,358 | $5,955-26.8% | $5,202-16.2% | $5,983-27.2% |
| Admin fee / account holder | $432 | $17,079-97.5% | $13,987-96.9% | $11,252-96.2% |