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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 | $132,524 | $211,224-37.3% | $178,505-25.8% | $145,897-9.2% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 10.30% | 30.28%-20.0pp | 27.16%-16.9pp | 552.29%-542.0pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,431 | $6,966-22.0% | $6,280-13.5% | $6,689-18.8% |
| Admin fee / account holder | $1,474 | $12,109-87.8% | $10,428-85.9% | $13,390-89.0% |