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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 | $133,483 | $107,363+24.3% | $92,909+43.7% | $152,897-12.7% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.5%-5.5pp |
| Annual return | 21.86% | 145.63%-123.8pp | 109.44%-87.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,283 | $4,848-52.9% | $4,238-46.1% | $5,851-61.0% |
| Admin fee / account holder | $1,518 | $7,082-78.6% | $5,795-73.8% | $11,599-86.9% |