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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 | $121,599 | $178,174-31.8% | $156,181-22.1% | $137,256-11.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 11.94% | 84.19%-72.3pp | 64.87%-52.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,982 | $6,888+59.4% | $6,132+79.1% | $6,407+71.4% |
| Admin fee / account holder | $1,330 | $17,404-92.4% | $14,586-90.9% | $12,270-89.2% |