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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 | $211,239-37.3% | $178,528-25.8% | $145,877-9.2% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 10.30% | 30.22%-19.9pp | 27.11%-16.8pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,431 | $6,963-22.0% | $6,278-13.5% | $6,691-18.8% |
| Admin fee / account holder | $1,474 | $12,095-87.8% | $10,419-85.8% | $13,402-89.0% |