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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 | $161,785 | $183,516-11.8% | $155,534+4.0% | $145,884+10.9% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 13.79% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,482 | $5,315-34.5% | $4,675-25.5% | $4,662-25.3% |
| Participant deferral / active EE | $6,886 | $6,467+6.5% | $5,630+22.3% | $6,690+2.9% |
| Admin fee / account holder | $1,278 | $19,293-93.4% | $15,900-92.0% | $13,392-90.5% |