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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 | $69,962 | $111,535-37.3% | $105,223-33.5% | $137,256-49.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 20.19% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,965 | $3,939-24.7% | $3,689-19.6% | $4,156-28.7% |
| Participant deferral / active EE | $5,875 | $5,500+6.8% | $5,072+15.8% | $6,407-8.3% |
| Admin fee / account holder | $421 | $9,721-95.7% | $8,859-95.3% | $12,270-96.6% |