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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 | $150,730 | $154,228-2.3% | $145,433+3.6% | $137,256+9.8% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 13.94% | 74.59%-60.7pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,107 | $8,216-1.3% | $7,897+2.7% | $6,407+26.5% |
| Admin fee / account holder | $6,020 | $14,344-58.0% | $13,129-54.2% | $12,270-50.9% |