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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 | $109,302 | $152,619-28.4% | $125,195-12.7% | $152,909-28.5% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.5%-4.7pp |
| Annual return | 25.68% | 54.85%-29.2pp | 43.79%-18.1pp | 345.46%-319.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,336 | $5,869-26.1% | $4,937-12.2% | $5,851-25.9% |
| Admin fee / account holder | $3,758 | $13,437-72.0% | $9,704-61.3% | $11,601-67.6% |