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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 | $19,644 | $76,407-74.3% | $150,298-86.9% | $82,448-76.2% |
| Participation rate | 71.0% | 66.4%+4.6pp | 77.8%-6.8pp | 68.1%+2.9pp |
| Annual return | 56.58% | 39.99%+16.6pp | 62.79%-6.2pp | 41.64%+14.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,566 | $3,214-51.3% | $5,453-71.3% | $4,139-62.2% |
| Admin fee / account holder | $1,258 | $6,352-80.2% | $14,116-91.1% | $7,234-82.6% |