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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 | $49,861 | $196,972-74.7% | $182,262-72.6% | $198,609-74.9% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 16.76% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,455 | $8,643-25.3% | $8,276-22.0% | $6,977-7.5% |
| Admin fee / account holder | $1,073 | $18,429-94.2% | $16,712-93.6% | $19,030-94.4% |