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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 | $210,698-37.1% | $178,014-25.6% | $145,959-9.2% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 10.30% | 386.27%-376.0pp | 294.80%-284.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,431 | $6,958-22.0% | $6,276-13.5% | $6,689-18.8% |
| Admin fee / account holder | $1,474 | $12,016-87.7% | $10,362-85.8% | $13,398-89.0% |