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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 | $18,091 | $172,111-89.5% | $150,298-88.0% | $137,256-86.8% |
| Participation rate | 76.5% | 81.7%-5.2pp | 77.8%-1.3pp | 80.0%-3.5pp |
| Annual return | 21.32% | 69.37%-48.0pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,159 | $6,166-32.5% | $5,453-23.7% | $6,407-35.1% |
| Admin fee / account holder | $2,511 | $16,471-84.8% | $14,116-82.2% | $12,270-79.5% |