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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 | $69,663 | $178,174-60.9% | $156,181-55.4% | $137,256-49.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.15% | 84.19%-73.0pp | 64.87%-53.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,868 | $6,888-58.4% | $6,132-53.2% | $6,407-55.2% |
| Admin fee / account holder | $4,638 | $17,404-73.4% | $14,586-68.2% | $12,270-62.2% |