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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 | $160,897 | $198,457-18.9% | $170,435-5.6% | $147,586+9.0% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 18.63% | 257.30%-238.7pp | 205.94%-187.3pp | 578.59%-560.0pp |
| Employer contribution / active EE | $3,182 | $6,183-48.5% | $5,432-41.4% | $4,876-34.8% |
| Participant deferral / active EE | $7,418 | $5,629+31.8% | $4,939+50.2% | $5,439+36.4% |
| Admin fee / account holder | $6,494 | $16,852-61.5% | $13,881-53.2% | $10,886-40.3% |