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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 | $38,843 | $104,116-62.7% | $71,089-45.4% | $135,380-71.3% |
| Participation rate | 77.8% | 65.7%+12.1pp | 54.6%+23.1pp | 82.6%-4.9pp |
| Annual return | 2.67% | 1256.51%-1253.8pp | 650.65%-648.0pp | 519.81%-517.1pp |
| Employer contribution / active EE | $6,667 | $1,485+349.0% | $1,088+512.9% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,329 | $4,142+197.7% | $3,082+300.0% | $10,828+13.9% |