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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 | $38,241 | $154,228-75.2% | $145,433-73.7% | $137,256-72.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 25.13% | 74.59%-49.5pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,726 | $8,216+18.4% | $7,897+23.2% | $6,407+51.8% |
| Admin fee / account holder | $6,175 | $14,344-56.9% | $13,129-53.0% | $12,270-49.7% |