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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 | $20,451 | $60,139-66.0% | $90,461-77.4% | $79,856-74.4% |
| Participation rate | 72.3% | 65.0%+7.3pp | 72.7%-0.4pp | 69.6%+2.7pp |
| Annual return | 22.03% | 71.96%-49.9pp | 1294.76%-1272.7pp | 31.71%-9.7pp |
| Employer contribution / active EE | $709 | $2,069-65.7% | $3,264-78.3% | $2,471-71.3% |
| Participant deferral / active EE | $5,690 | $2,939+93.6% | $3,964+43.5% | $3,741+52.1% |
| Admin fee / account holder | $3,047 | $3,978-23.4% | $5,617-45.8% | $5,306-42.6% |