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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 | $61,144 | $160,070-61.8% | $147,117-58.4% | $145,897-58.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.98% | 98.69%-84.7pp | 420.54%-406.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,094 | $8,419-3.9% | $8,065+0.4% | $6,689+21.0% |
| Admin fee / account holder | $2,040 | $15,035-86.4% | $12,993-84.3% | $13,390-84.8% |