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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 | $139,825 | $157,304-11.1% | $141,197-1.0% | $152,909-8.6% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 22.36% | 64.34%-42.0pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $4,000 | $5,263-24.0% | $4,736-15.5% | $4,764-16.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,174 | $12,126-90.3% | $10,265-88.6% | $11,601-89.9% |