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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 | $2,542 | $51,638-95.1% | $68,368-96.3% | $82,448-96.9% |
| Participation rate | 75.5% | 63.6%+11.9pp | 73.8%+1.7pp | 68.1%+7.4pp |
| Annual return | 22.29% | 37.53%-15.2pp | 292.57%-270.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,450 | $2,914-50.2% | $4,123-64.8% | $4,139-65.0% |
| Admin fee / account holder | $539 | $4,643-88.4% | $5,150-89.5% | $7,234-92.6% |