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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 | $165,372 | $196,972-16.0% | $182,262-9.3% | $198,609-16.7% |
| Participation rate | 84.6% | 85.7%-1.1pp | 84.2%+0.4pp | 82.4%+2.2pp |
| Annual return | 11.07% | 158.27%-147.2pp | 140.60%-129.5pp | 202.70%-191.6pp |
| Employer contribution / active EE | $7,607 | $5,364+41.8% | $5,046+50.8% | $5,055+50.5% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $12,280 | $18,429-33.4% | $16,712-26.5% | $19,030-35.5% |