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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 | $105,695 | $172,111-38.6% | $150,298-29.7% | $137,256-23.0% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 18.71% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,616 | $6,166-41.4% | $5,453-33.7% | $6,407-43.6% |
| Admin fee / account holder | $451 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |