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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 | $12,116 | $68,097-82.2% | $62,929-80.7% | $137,256-91.2% |
| Participation rate | 90.5% | 77.4%+13.0pp | 73.1%+17.4pp | 80.0%+10.5pp |
| Annual return | 14.65% | 1859.11%-1844.5pp | 1063.93%-1049.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,955 | $2,811-30.4% | $2,505-21.9% | $4,156-53.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $372 | $6,521-94.3% | $5,065-92.7% | $12,270-97.0% |