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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 | $160,098 | $185,883-13.9% | $170,043-5.8% | $139,466+14.8% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 18.43% | 60.54%-42.1pp | 53.40%-35.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $16,040 | $11,626+38.0% | $10,410+54.1% | $6,712+139.0% |
| Admin fee / account holder | $2,621 | $15,393-83.0% | $12,824-79.6% | $11,409-77.0% |