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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 | $173,409 | $112,935+53.5% | $90,970+90.6% | $158,966+9.1% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | 9.11% | 215.79%-206.7pp | 134.58%-125.5pp | 302.95%-293.8pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,845 | $4,129-6.9% | $3,373+14.0% | $5,983-35.7% |
| Admin fee / account holder | $10,280 | $8,045+27.8% | $5,960+72.5% | $11,250-8.6% |