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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 | $118,303 | $165,399-28.5% | $149,745-21.0% | $158,982-25.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.97% | 348.34%-334.4pp | 276.72%-262.7pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,777 | $7,183-5.7% | $6,843-1.0% | $5,983+13.3% |
| Admin fee / account holder | $11,036 | $10,811+2.1% | $9,312+18.5% | $11,252-1.9% |