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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 | $134,400 | $227,566-40.9% | $189,558-29.1% | $167,518-19.8% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.5%+9.0pp | 82.1%+5.4pp |
| Annual return | 10.72% | 78.43%-67.7pp | 64.19%-53.5pp | 478.71%-468.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,671 | $7,002-19.0% | $6,174-8.1% | $6,342-10.6% |
| Admin fee / account holder | $5,194 | $11,881-56.3% | $9,809-47.1% | $12,312-57.8% |