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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 | $32,678 | $181,062-82.0% | $158,223-79.3% | $155,188-78.9% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 0.00% | 57.39%-57.4pp | 52.09%-52.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,886 | $4,565-58.7% | $4,109-54.1% | $4,248-55.6% |
| Participant deferral / active EE | $4,563 | $6,134-25.6% | $5,467-16.5% | $6,531-30.1% |
| Admin fee / account holder | $1,445 | $18,825-92.3% | $16,047-91.0% | $14,480-90.0% |