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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 | $108,141 | $157,304-31.3% | $141,197-23.4% | $152,909-29.3% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 17.85% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,747 | $7,111-5.1% | $6,710+0.6% | $5,851+15.3% |
| Admin fee / account holder | $13,322 | $12,126+9.9% | $10,265+29.8% | $11,601+14.8% |