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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 | $68,293 | $157,276-56.6% | $141,177-51.6% | $152,885-55.3% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 23.18% | 64.33%-41.2pp | 71.40%-48.2pp | 345.39%-322.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,595 | $7,110+63.1% | $6,710+72.8% | $5,851+98.2% |
| Admin fee / account holder | $14,442 | $12,123+19.1% | $10,263+40.7% | $11,598+24.5% |