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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 | $167,648 | $176,105-4.8% | $159,474+5.1% | $167,536+0.1% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 10.47% | 331.91%-321.4pp | 263.68%-253.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $2,197 | $5,299-58.5% | $4,831-54.5% | $4,839-54.6% |
| Participant deferral / active EE | $6,335 | $7,751-18.3% | $7,353-13.9% | $6,342-0.1% |
| Admin fee / account holder | $12,335 | $12,559-1.8% | $10,802+14.2% | $12,315+0.2% |