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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 | $164,784 | $145,431+13.3% | $211,142-22.0% | $87,485+88.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 87.3%-1.6pp | 68.9%+16.8pp |
| Annual return | 85.07% | 27.21%+57.9pp | 46.84%+38.2pp | 26.06%+59.0pp |
| Employer contribution / active EE | $2,558 | $4,662-45.1% | $6,442-60.3% | $2,596-1.5% |
| Participant deferral / active EE | $5,961 | $6,859-13.1% | $9,284-35.8% | $4,274+39.5% |
| Admin fee / account holder | $1,537 | $17,052-91.0% | $19,076-91.9% | $7,775-80.2% |