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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 | $8,292 | $70,366-88.2% | $66,674-87.6% | $138,895-94.0% |
| Participation rate | 78.6% | 76.2%+2.4pp | 73.7%+4.9pp | 79.9%-1.3pp |
| Annual return | 29.81% | 386.41%-356.6pp | 321.24%-291.4pp | 145.39%-115.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,303 | $4,374-24.5% | $4,084-19.1% | $6,396-48.4% |
| Admin fee / account holder | $545 | $5,262-89.6% | $5,098-89.3% | $12,562-95.7% |