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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 | $76,982 | $157,296-51.1% | $141,191-45.5% | $152,897-49.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.53% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,215 | $7,111-54.8% | $6,710-52.1% | $5,851-45.1% |
| Admin fee / account holder | $822 | $12,125-93.2% | $10,264-92.0% | $11,599-92.9% |