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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 | $158,801 | $176,077-9.8% | $159,455-0.4% | $167,518-5.2% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 18.38% | 331.83%-313.5pp | 263.63%-245.2pp | 478.71%-460.3pp |
| Employer contribution / active EE | $3,046 | $5,298-42.5% | $4,830-36.9% | $4,838-37.1% |
| Participant deferral / active EE | $7,259 | $7,751-6.3% | $7,353-1.3% | $6,342+14.5% |
| Admin fee / account holder | $1,902 | $12,556-84.9% | $10,800-82.4% | $12,312-84.5% |