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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 | $166,131+7.0% | $164,975+7.7% | $145,877+21.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.82% | 100.37%-89.6pp | 70.12%-59.3pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,845 | $6,962+27.1% | $6,033+46.6% | $6,691+32.2% |
| Admin fee / account holder | $2,039 | $16,648-87.8% | $12,688-83.9% | $13,402-84.8% |