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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 | $196,785 | $172,111+14.3% | $150,298+30.9% | $137,256+43.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.29% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,886 | $6,166-37.0% | $5,453-28.7% | $6,407-39.3% |
| Admin fee / account holder | $3,712 | $16,471-77.5% | $14,116-73.7% | $12,270-69.7% |