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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 | $22,515 | $110,039-79.5% | $97,260-76.9% | $145,884-84.6% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 11.95% | 244.44%-232.5pp | 75.54%-63.6pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,882 | $4,674+68.6% | $4,262+84.9% | $6,690+17.8% |
| Admin fee / account holder | $731 | $6,204-88.2% | $5,640-87.0% | $13,392-94.5% |