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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 | $70,423 | $226,105-68.9% | $182,540-61.4% | $152,897-53.9% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.5%-3.9pp |
| Annual return | 10.71% | 192.58%-181.9pp | 148.58%-137.9pp | 345.43%-334.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,814 | $6,370-24.4% | $5,525-12.9% | $5,851-17.7% |
| Admin fee / account holder | $588 | $10,706-94.5% | $8,593-93.2% | $11,599-94.9% |