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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 | $82,404 | $112,915-27.0% | $90,965-9.4% | $158,950-48.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.23% | 215.75%-203.5pp | 134.57%-122.3pp | 302.91%-290.7pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,307 | $4,128-68.3% | $3,373-61.3% | $5,983-78.2% |
| Admin fee / account holder | $643 | $8,044-92.0% | $5,960-89.2% | $11,248-94.3% |