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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 | $169,057 | $198,457-14.8% | $170,435-0.8% | $147,586+14.5% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 15.98% | 257.30%-241.3pp | 205.94%-190.0pp | 578.59%-562.6pp |
| Employer contribution / active EE | $9,444 | $6,183+52.7% | $5,432+73.8% | $4,876+93.7% |
| Participant deferral / active EE | $7,737 | $5,629+37.4% | $4,939+56.6% | $5,439+42.3% |
| Admin fee / account holder | $910 | $16,852-94.6% | $13,881-93.4% | $10,886-91.6% |