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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 | $123,182 | $70,366+75.1% | $66,674+84.8% | $138,895-11.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 13.64% | 386.41%-372.8pp | 321.24%-307.6pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,513 | $4,374+94.6% | $4,084+108.5% | $6,396+33.1% |
| Admin fee / account holder | $7,204 | $5,262+36.9% | $5,098+41.3% | $12,562-42.7% |