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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 | $104,321 | $148,582-29.8% | $135,942-23.3% | $139,456-25.2% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 18.85% | 79.26%-60.4pp | 68.28%-49.4pp | 373.45%-354.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,212 | $8,101+38.4% | $7,759+44.5% | $6,711+67.1% |
| Admin fee / account holder | $3,218 | $12,402-74.1% | $10,764-70.1% | $11,407-71.8% |