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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 | $46,918 | $157,296-70.2% | $141,191-66.8% | $152,897-69.3% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 28.95% | 64.34%-35.4pp | 71.41%-42.5pp | 345.43%-316.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,527 | $7,111-22.3% | $6,710-17.6% | $5,851-5.5% |
| Admin fee / account holder | $687 | $12,125-94.3% | $10,264-93.3% | $11,599-94.1% |