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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 | $211,345 | $148,629+42.2% | $135,982+55.4% | $139,487+51.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.71% | 79.33%-64.6pp | 68.32%-53.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,379 | $8,102+52.8% | $7,760+59.5% | $6,713+84.4% |
| Admin fee / account holder | $598 | $12,406-95.2% | $10,767-94.4% | $11,407-94.8% |