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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 | $120,459 | $129,737-7.2% | $119,126+1.1% | $154,746-22.2% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 14.37% | 379.08%-364.7pp | 282.11%-267.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,702 | $5,842+100.3% | $5,318+120.0% | $6,730+73.9% |
| Admin fee / account holder | $13,864 | $11,961+15.9% | $10,693+29.7% | $14,365-3.5% |