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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 | $44,950 | $157,276-71.4% | $141,177-68.2% | $152,885-70.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 21.88% | 64.33%-42.5pp | 71.40%-49.5pp | 345.39%-323.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,130 | $7,110-13.8% | $6,710-8.6% | $5,851+4.8% |
| Admin fee / account holder | $989 | $12,123-91.8% | $10,263-90.4% | $11,598-91.5% |