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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 | $36,459 | $83,337-56.3% | $67,834-46.3% | $273,972-86.7% |
| Participation rate | 94.4% | 76.4%+18.0pp | 68.8%+25.6pp | 83.0%+11.4pp |
| Annual return | 9.58% | 259.45%-249.9pp | 138.47%-128.9pp | 41.46%-31.9pp |
| Employer contribution / active EE | $556 | $3,287-83.1% | $2,403-76.9% | $4,869-88.6% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,736 | $6,752-74.3% | $4,622-62.4% | $10,133-82.9% |