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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 | $26,948 | $181,062-85.1% | $158,223-83.0% | $155,188-82.6% |
| Participation rate | 89.5% | 82.7%+6.8pp | 79.2%+10.3pp | 80.8%+8.7pp |
| Annual return | 91.70% | 57.39%+34.3pp | 52.09%+39.6pp | 148.84%-57.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,978 | $6,134-67.8% | $5,467-63.8% | $6,531-69.7% |
| Admin fee / account holder | $2,400 | $18,825-87.2% | $16,047-85.0% | $14,480-83.4% |