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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 | $182,454 | $183,592-0.6% | $155,574+17.3% | $145,877+25.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 19.28% | 61.37%-42.1pp | 64.87%-45.6pp | 551.28%-532.0pp |
| Employer contribution / active EE | $1,236 | $5,317-76.8% | $4,676-73.6% | $4,663-73.5% |
| Participant deferral / active EE | $6,563 | $6,466+1.5% | $5,629+16.6% | $6,691-1.9% |
| Admin fee / account holder | $26,103 | $19,316+35.1% | $15,914+64.0% | $13,402+94.8% |