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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 | $76,243 | $196,972-61.3% | $182,262-58.2% | $198,609-61.6% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 7.14% | 158.27%-151.1pp | 140.60%-133.5pp | 202.70%-195.6pp |
| Employer contribution / active EE | $4,537 | $5,364-15.4% | $5,046-10.1% | $5,055-10.2% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,600 | $18,429-75.0% | $16,712-72.5% | $19,030-75.8% |