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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 | $57,173 | $156,398-63.4% | $147,318-61.2% | $138,895-58.8% |
| Participation rate | 73.9% | 83.8%-9.8pp | 82.1%-8.2pp | 79.9%-6.0pp |
| Annual return | 15.08% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,681 | $8,237-55.3% | $7,906-53.4% | $6,396-42.4% |
| Admin fee / account holder | $10,796 | $14,976-27.9% | $13,708-21.2% | $12,562-14.1% |