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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 | $28,418 | $162,136-82.5% | $152,301-81.3% | $154,746-81.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 22.40% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,166 | $8,341+45.9% | $8,004+52.0% | $6,730+80.8% |
| Admin fee / account holder | $2,718 | $15,759-82.8% | $14,398-81.1% | $14,365-81.1% |