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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 | $25,283 | $114,119-77.8% | $107,187-76.4% | $138,895-81.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 14.13% | 273.21%-259.1pp | 204.55%-190.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $11,873 | $4,059+192.5% | $3,782+213.9% | $4,194+183.1% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,624 | $10,024-53.9% | $9,162-49.5% | $12,562-63.2% |