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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 | $13,457 | $149,040-91.0% | $120,225-88.8% | $137,256-90.2% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 11.93% | 605.68%-593.8pp | 439.23%-427.3pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,852 | $4,655-60.2% | $3,999-53.7% | $6,407-71.1% |
| Admin fee / account holder | $818 | $6,348-87.1% | $5,696-85.6% | $12,270-93.3% |