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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 | $43,995 | $162,812-73.0% | $133,971-67.2% | $158,966-72.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 10.83% | 41.94%-31.1pp | 45.09%-34.3pp | 302.95%-292.1pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,858 | $5,910-34.7% | $5,047-23.6% | $5,983-35.5% |
| Admin fee / account holder | $2,010 | $11,741-82.9% | $8,929-77.5% | $11,250-82.1% |