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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 | $32,678 | $174,379-81.3% | $152,093-78.5% | $138,895-76.5% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 0.00% | 74.86%-74.9pp | 66.36%-66.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,886 | $4,652-59.5% | $4,175-54.8% | $4,194-55.0% |
| Participant deferral / active EE | $4,563 | $6,159-25.9% | $5,451-16.3% | $6,396-28.7% |
| Admin fee / account holder | $1,445 | $16,880-91.4% | $14,497-90.0% | $12,562-88.5% |