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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 | $33,627 | $99,652-66.3% | $78,778-57.3% | $147,585-77.2% |
| Participation rate | 90.5% | 76.2%+14.2pp | 69.2%+21.3pp | 82.8%+7.6pp |
| Annual return | 9.96% | 47.28%-37.3pp | 35.62%-25.7pp | 578.58%-568.6pp |
| Employer contribution / active EE | $476 | $2,796-83.0% | $1,986-76.0% | $4,876-90.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,383 | $7,155-80.7% | $5,134-73.1% | $10,886-87.3% |