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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 | $220,998 | $165,399+33.6% | $149,745+47.6% | $158,982+39.0% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 16.38% | 348.34%-332.0pp | 276.72%-260.3pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,189 | $7,183+14.0% | $6,843+19.7% | $5,983+36.9% |
| Admin fee / account holder | $918 | $10,811-91.5% | $9,312-90.1% | $11,252-91.8% |