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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 | $29,667+544.7% | $56,441+238.9% | $80,874+136.5% |
| Participation rate | 78.4% | 41.7%+36.7pp | 52.5%+25.9pp | 67.6%+10.7pp |
| Annual return | 12.20% | 35.22%-23.0pp | 1704.21%-1692.0pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,963 | $1,227+141.6% | $1,953+51.7% | $4,297-31.0% |
| Admin fee / account holder | $20,120 | $2,429+728.2% | $2,829+611.2% | $6,935+190.1% |