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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 | $76,367 | $154,228-50.5% | $145,433-47.5% | $137,256-44.4% |
| Participation rate | 73.9% | 83.8%-9.9pp | 82.1%-8.2pp | 80.0%-6.0pp |
| Annual return | 13.95% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,959 | $8,216-51.8% | $7,897-49.9% | $6,407-38.2% |
| Admin fee / account holder | $4,766 | $14,344-66.8% | $13,129-63.7% | $12,270-61.2% |