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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 | $172,181 | $176,105-2.2% | $159,474+8.0% | $167,536+2.8% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 13.55% | 331.91%-318.4pp | 263.68%-250.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $3,755 | $5,299-29.1% | $4,831-22.3% | $4,839-22.4% |
| Participant deferral / active EE | $11,602 | $7,751+49.7% | $7,353+57.8% | $6,342+82.9% |
| Admin fee / account holder | $6,387 | $12,559-49.1% | $10,802-40.9% | $12,315-48.1% |