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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 | $35,471 | $180,749-80.4% | $160,784-77.9% | $137,256-74.2% |
| Participation rate | 76.9% | 80.0%-3.1pp | 77.0%0pp | 80.0%-3.0pp |
| Annual return | 13.68% | 2234.46%-2220.8pp | 1803.92%-1790.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,459 | $4,155-40.8% | $3,733-34.1% | $4,156-40.8% |
| Participant deferral / active EE | $2,284 | $6,844-66.6% | $6,293-63.7% | $6,407-64.4% |
| Admin fee / account holder | $2,947 | $10,397-71.7% | $9,717-69.7% | $12,270-76.0% |