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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 | $75,541-74.0% | $152,093-87.1% | $82,637-76.2% |
| Participation rate | 71.0% | 66.5%+4.4pp | 77.8%-6.8pp | 68.1%+2.9pp |
| Annual return | 56.58% | 32.56%+24.0pp | 66.36%-9.8pp | 53.51%+3.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,566 | $3,206-51.1% | $5,451-71.3% | $4,126-62.0% |
| Admin fee / account holder | $1,258 | $6,405-80.4% | $14,497-91.3% | $7,339-82.9% |