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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 | $145,671 | $154,228-5.5% | $145,433+0.2% | $137,256+6.1% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 13.04% | 74.59%-61.6pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,095 | $8,216+59.4% | $7,897+65.8% | $6,407+104.4% |
| Admin fee / account holder | $1,843 | $14,344-87.2% | $13,129-86.0% | $12,270-85.0% |