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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 | $119,172 | $165,399-27.9% | $149,745-20.4% | $158,982-25.0% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 25.05% | 348.34%-323.3pp | 276.72%-251.7pp | 302.99%-277.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,138 | $7,183-14.5% | $6,843-10.3% | $5,983+2.6% |
| Admin fee / account holder | $2,887 | $10,811-73.3% | $9,312-69.0% | $11,252-74.3% |