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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 | $101,178 | $175,231-42.3% | $149,696-32.4% | $139,466-27.5% |
| Participation rate | 78.3% | 83.4%-5.1pp | 78.8%-0.5pp | 80.3%-2.1pp |
| Annual return | 12.14% | 166.77%-154.6pp | 134.46%-122.3pp | 373.66%-361.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,580 | $6,521+16.2% | $5,682+33.4% | $6,712+12.9% |
| Admin fee / account holder | $12,348 | $16,155-23.6% | $13,212-6.5% | $11,409+8.2% |