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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 | $8,376 | $99,053-91.5% | $88,179-90.5% | $138,895-94.0% |
| Participation rate | 88.9% | 74.2%+14.6pp | 69.1%+19.7pp | 79.9%+9.0pp |
| Annual return | 14.33% | 78.17%-63.8pp | 64.97%-50.6pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,830 | $5,225-45.8% | $4,614-38.7% | $6,396-55.8% |
| Admin fee / account holder | $828 | $8,748-90.5% | $7,673-89.2% | $12,562-93.4% |