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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 | $167,598 | $217,432-22.9% | $185,849-9.8% | $167,5360% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 10.72% | 148.42%-137.7pp | 122.10%-111.4pp | 478.82%-468.1pp |
| Employer contribution / active EE | $2,774 | $5,875-52.8% | $5,169-46.3% | $4,839-42.7% |
| Participant deferral / active EE | $6,993 | $6,357+10.0% | $5,569+25.6% | $6,342+10.3% |
| Admin fee / account holder | $3,880 | $19,818-80.4% | $16,244-76.1% | $12,315-68.5% |