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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 | $20,188 | $156,398-87.1% | $147,318-86.3% | $138,895-85.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 16.58% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,492 | $8,237-33.3% | $7,906-30.5% | $6,396-14.1% |
| Admin fee / account holder | $8,046 | $14,976-46.3% | $13,708-41.3% | $12,562-36.0% |