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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 | $75,742 | $156,398-51.6% | $147,318-48.6% | $138,895-45.5% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 79.9%-3.4pp |
| Annual return | 22.23% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $21,719 | $8,237+163.7% | $7,906+174.7% | $6,396+239.6% |
| Admin fee / account holder | $9,694 | $14,976-35.3% | $13,708-29.3% | $12,562-22.8% |