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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 | $155,121 | $56,431+174.9% | $130,788+18.6% | $87,485+77.3% |
| Participation rate | 70.8% | 58.9%+11.9pp | 70.1%+0.7pp | 68.9%+1.9pp |
| Annual return | 15.33% | 91.27%-75.9pp | 386.44%-371.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,749 | $2,749+254.6% | $4,137+135.7% | $4,274+128.1% |
| Admin fee / account holder | $1,843 | $4,433-58.4% | $6,673-72.4% | $7,775-76.3% |