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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 | $183,112 | $196,972-7.0% | $182,262+0.5% | $198,609-7.8% |
| Participation rate | 77.3% | 85.7%-8.4pp | 84.2%-6.9pp | 82.4%-5.1pp |
| Annual return | 12.44% | 158.27%-145.8pp | 140.60%-128.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,644 | $8,643-23.1% | $8,276-19.7% | $6,977-4.8% |
| Admin fee / account holder | $14,955 | $18,429-18.8% | $16,712-10.5% | $19,030-21.4% |