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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 | $191,257 | $29,736+543.2% | $56,033+241.3% | $80,935+136.3% |
| Participation rate | 78.4% | 41.7%+36.7pp | 52.5%+25.9pp | 67.7%+10.7pp |
| Annual return | 12.20% | 35.28%-23.1pp | 1711.38%-1699.2pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,963 | $1,228+141.2% | $1,954+51.6% | $4,299-31.1% |
| Admin fee / account holder | $20,120 | $2,434+726.8% | $2,827+611.7% | $6,924+190.6% |