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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 | $82,150 | $138,076-40.5% | $123,553-33.5% | $135,380-39.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 21.24% | 153.70%-132.5pp | 119.21%-98.0pp | 519.81%-498.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,920 | $6,800+31.2% | $6,426+38.8% | $5,609+59.0% |
| Admin fee / account holder | $1,760 | $10,917-83.9% | $9,284-81.0% | $10,828-83.7% |