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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 | $179,994 | $209,422-14.1% | $178,503+0.8% | $158,982+13.2% |
| Participation rate | 78.3% | 86.4%-8.1pp | 81.9%-3.7pp | 82.0%-3.7pp |
| Annual return | 10.72% | 188.81%-178.1pp | 151.12%-140.4pp | 302.99%-292.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,748 | $5,955-53.9% | $5,202-47.2% | $5,983-54.1% |
| Admin fee / account holder | $9,361 | $17,079-45.2% | $13,987-33.1% | $11,252-16.8% |