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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 | $131,002 | $165,399-20.8% | $149,745-12.5% | $158,982-17.6% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 16.22% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $4,473 | $5,105-12.4% | $4,646-3.7% | $4,763-6.1% |
| Participant deferral / active EE | $5,947 | $7,183-17.2% | $6,843-13.1% | $5,983-0.6% |
| Admin fee / account holder | $1,199 | $10,811-88.9% | $9,312-87.1% | $11,252-89.3% |