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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 | $92,669 | $107,944-14.2% | $91,994+0.7% | $152,885-39.4% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.5%+5.0pp |
| Annual return | 20.06% | 89.26%-69.2pp | 69.03%-49.0pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,509 | $6,365+18.0% | $5,923+26.8% | $5,851+28.3% |
| Admin fee / account holder | $594 | $10,521-94.4% | $7,743-92.3% | $11,598-94.9% |