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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 | $9,840 | $24,618-60.0% | $71,585-86.3% | $82,637-88.1% |
| Participation rate | 72.9% | 68.2%+4.7pp | 68.2%+4.8pp | 68.1%+4.9pp |
| Annual return | 15.91% | 93.17%-77.3pp | 59.26%-43.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $999 | $1,720-41.9% | $2,923-65.8% | $4,126-75.8% |
| Admin fee / account holder | $414 | $3,285-87.4% | $4,712-91.2% | $7,339-94.4% |