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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 | $3,252 | $72,071-95.5% | $68,368-95.2% | $137,256-97.6% |
| Participation rate | 86.4% | 76.2%+10.1pp | 73.8%+12.6pp | 80.0%+6.4pp |
| Annual return | 21.99% | 353.14%-331.2pp | 292.57%-270.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,770 | $4,410-59.9% | $4,123-57.1% | $6,407-72.4% |
| Admin fee / account holder | $744 | $5,336-86.0% | $5,150-85.5% | $12,270-93.9% |