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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 | $28,269 | $28,624-1.2% | $53,647-47.3% | $82,637-65.8% |
| Participation rate | 76.7% | 47.3%+29.4pp | 56.3%+20.4pp | 68.1%+8.6pp |
| Annual return | 21.64% | 664.98%-643.3pp | 358.33%-336.7pp | 53.51%-31.9pp |
| Employer contribution / active EE | $1,812 | $637+184.6% | $962+88.3% | $2,552-29.0% |
| Participant deferral / active EE | $4,173 | $1,196+248.8% | $1,813+130.1% | $4,126+1.1% |
| Admin fee / account holder | $557 | $2,022-72.5% | $2,460-77.4% | $7,339-92.4% |