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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 | $2,293 | $72,071-96.8% | $68,368-96.6% | $137,256-98.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 16.49% | 353.14%-336.7pp | 292.57%-276.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,059 | $4,410-76.0% | $4,123-74.3% | $6,407-83.5% |
| Admin fee / account holder | $434 | $5,336-91.9% | $5,150-91.6% | $12,270-96.5% |