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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 | $5,062 | $49,976-89.9% | $66,674-92.4% | $82,637-93.9% |
| Participation rate | 71.4% | 63.1%+8.3pp | 73.7%-2.2pp | 68.1%+3.4pp |
| Annual return | 28.46% | 39.09%-10.6pp | 321.24%-292.8pp | 53.51%-25.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,948 | $2,847-31.6% | $4,084-52.3% | $4,126-52.8% |
| Admin fee / account holder | $691 | $4,594-85.0% | $5,098-86.5% | $7,339-90.6% |