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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 | $19,219 | $38,460-50.0% | $97,032-80.2% | $65,191-70.5% |
| Participation rate | 99.3% | 23.6%+75.7pp | 71.6%+27.8pp | 63.0%+36.3pp |
| Annual return | 163.00% | 78.38%+84.6pp | 35.38%+127.6pp | 51.24%+111.8pp |
| Employer contribution / active EE | $362 | $532-31.8% | $2,629-86.2% | $2,400-84.9% |
| Participant deferral / active EE | $3,154 | $957+229.5% | $4,672-32.5% | $2,671+18.1% |
| Admin fee / account holder | $966 | $2,414-60.0% | $9,418-89.7% | $907+6.5% |