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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 | $30,986 | $124,346-75.1% | $111,308-72.2% | $167,536-81.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.53% | 37.45%-24.9pp | 54.67%-42.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,216 | $5,182-57.2% | $4,487-50.6% | $6,342-65.1% |
| Admin fee / account holder | $664 | $10,621-93.7% | $7,965-91.7% | $12,315-94.6% |