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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 | $24,705 | $156,398-84.2% | $147,318-83.2% | $138,895-82.2% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 56.33% | 78.75%-22.4pp | 70.43%-14.1pp | 145.39%-89.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,341 | $8,237-47.3% | $7,906-45.1% | $6,396-32.1% |
| Admin fee / account holder | $2,150 | $14,976-85.6% | $13,708-84.3% | $12,562-82.9% |