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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 | $155,780 | $148,582+4.8% | $135,942+14.6% | $139,456+11.7% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 15.99% | 79.26%-63.3pp | 68.28%-52.3pp | 373.45%-357.5pp |
| Employer contribution / active EE | $5,160 | $5,245-1.6% | $4,858+6.2% | $4,753+8.6% |
| Participant deferral / active EE | $12,916 | $8,101+59.4% | $7,759+66.5% | $6,711+92.4% |
| Admin fee / account holder | $4,421 | $12,402-64.4% | $10,764-58.9% | $11,407-61.2% |