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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 | $6,024 | $29,319-79.5% | $52,425-88.5% | $82,448-92.7% |
| Participation rate | 76.0% | 46.9%+29.1pp | 55.6%+20.4pp | 68.1%+7.9pp |
| Annual return | 14.69% | 535.20%-520.5pp | 302.12%-287.4pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,736 | $1,171+48.2% | $1,790-3.0% | $4,139-58.1% |
| Admin fee / account holder | $626 | $1,962-68.1% | $2,495-74.9% | $7,234-91.3% |