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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 | $69,835 | $289,211-75.9% | $260,467-73.2% | $198,609-64.8% |
| Participation rate | 71.4% | 83.1%-11.7pp | 80.5%-9.0pp | 82.4%-10.9pp |
| Annual return | 18.70% | 112.90%-94.2pp | 100.60%-81.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $533 | $16,236-96.7% | $15,461-96.6% | $19,030-97.2% |