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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 | $75,964 | $165,399-54.1% | $149,745-49.3% | $158,982-52.2% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 13.84% | 348.34%-334.5pp | 276.72%-262.9pp | 302.99%-289.1pp |
| Employer contribution / active EE | $8,820 | $5,105+72.8% | $4,646+89.9% | $4,763+85.2% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $863 | $10,811-92.0% | $9,312-90.7% | $11,252-92.3% |