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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 | $174,868 | $176,105-0.7% | $159,474+9.7% | $167,536+4.4% |
| Participation rate | 85.0% | 85.0%0pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 13.96% | 331.91%-318.0pp | 263.68%-249.7pp | 478.82%-464.9pp |
| Employer contribution / active EE | $3,687 | $5,299-30.4% | $4,831-23.7% | $4,839-23.8% |
| Participant deferral / active EE | $6,574 | $7,751-15.2% | $7,353-10.6% | $6,342+3.7% |
| Admin fee / account holder | $1,715 | $12,559-86.3% | $10,802-84.1% | $12,315-86.1% |