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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 | $237,213 | $148,629+59.6% | $135,982+74.4% | $139,487+70.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 24.12% | 79.33%-55.2pp | 68.32%-44.2pp | 373.84%-349.7pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $13,410 | $8,102+65.5% | $7,760+72.8% | $6,713+99.8% |
| Admin fee / account holder | $1,583 | $12,406-87.2% | $10,767-85.3% | $11,407-86.1% |