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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 | $225,925 | $228,395-1.1% | $185,861+21.6% | $158,982+42.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.66% | 40.82%-18.2pp | 35.96%-13.3pp | 302.99%-280.3pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,546 | $6,417+2.0% | $5,634+16.2% | $5,983+9.4% |
| Admin fee / account holder | $1,649 | $11,869-86.1% | $9,503-82.7% | $11,252-85.3% |