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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 | $42,310 | $112,112-62.3% | $95,956-55.9% | $158,950-73.4% |
| Participation rate | 72.2% | 79.0%-6.8pp | 77.1%-4.9pp | 82.0%-9.7pp |
| Annual return | 9.42% | 171.15%-161.7pp | 91.63%-82.2pp | 302.91%-293.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,004 | $4,784+130.0% | $4,167+164.1% | $5,983+83.9% |
| Admin fee / account holder | $10,595 | $10,134+4.5% | $6,797+55.9% | $11,248-5.8% |