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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 | $238,841 | $197,625+20.9% | $177,840+34.3% | $158,966+50.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 44.19% | 58.76%-14.6pp | 48.32%-4.1pp | 302.95%-258.8pp |
| Employer contribution / active EE | $3,882 | $6,698-42.0% | $5,919-34.4% | $4,762-18.5% |
| Participant deferral / active EE | $9,071 | $8,405+7.9% | $7,714+17.6% | $5,983+51.6% |
| Admin fee / account holder | $1,266 | $15,405-91.8% | $12,431-89.8% | $11,250-88.7% |