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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 | $111,355 | $157,296-29.2% | $141,191-21.1% | $152,897-27.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 19.18% | 64.34%-45.2pp | 71.41%-52.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,440 | $7,111+89.0% | $6,710+100.3% | $5,851+129.7% |
| Admin fee / account holder | $5,022 | $12,125-58.6% | $10,264-51.1% | $11,599-56.7% |