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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 | $204,895 | $162,136+26.4% | $152,301+34.5% | $154,746+32.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.33% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,416 | $8,341-59.0% | $8,004-57.3% | $6,730-49.2% |
| Admin fee / account holder | $742 | $15,759-95.3% | $14,398-94.8% | $14,365-94.8% |