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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 | $112,297 | $154,228-27.2% | $145,433-22.8% | $137,256-18.2% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 14.16% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,709 | $8,216-67.0% | $7,897-65.7% | $6,407-57.7% |
| Admin fee / account holder | $4,455 | $14,344-68.9% | $13,129-66.1% | $12,270-63.7% |