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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 | $113,255 | $202,463-44.1% | $169,397-33.1% | $139,487-18.8% |
| Participation rate | 76.9% | 81.1%-4.2pp | 77.2%-0.3pp | 80.3%-3.4pp |
| Annual return | 15.33% | 532.64%-517.3pp | 406.23%-390.9pp | 373.84%-358.5pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,536 | $6,941-5.8% | $6,223+5.0% | $6,713-2.6% |
| Admin fee / account holder | $864 | $10,726-91.9% | $9,017-90.4% | $11,407-92.4% |