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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 | $177,743 | $166,268+6.9% | $165,100+7.7% | $145,897+21.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.82% | 100.52%-89.7pp | 70.21%-59.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,845 | $6,964+27.0% | $6,035+46.6% | $6,689+32.2% |
| Admin fee / account holder | $2,039 | $16,659-87.8% | $12,696-83.9% | $13,390-84.8% |