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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 | $144,860 | $157,296-7.9% | $141,191+2.6% | $152,897-5.3% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | 30.29% | 64.34%-34.1pp | 71.41%-41.1pp | 345.43%-315.1pp |
| Employer contribution / active EE | $3,552 | $5,262-32.5% | $4,736-25.0% | $4,764-25.4% |
| Participant deferral / active EE | $8,011 | $7,111+12.7% | $6,710+19.4% | $5,851+36.9% |
| Admin fee / account holder | $7,658 | $12,125-36.8% | $10,264-25.4% | $11,599-34.0% |