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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 | $1,538 | $67,823-97.7% | $52,425-97.1% | $137,256-98.9% |
| Participation rate | 87.0% | 63.9%+23.0pp | 55.6%+31.3pp | 80.0%+7.0pp |
| Annual return | 16.29% | 219.11%-202.8pp | 302.12%-285.8pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $851 | $2,288-62.8% | $1,790-52.5% | $6,407-86.7% |
| Admin fee / account holder | $503 | $2,844-82.3% | $2,495-79.9% | $12,270-95.9% |