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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 | $13,447 | $51,638-74.0% | $68,368-80.3% | $82,448-83.7% |
| Participation rate | 74.5% | 63.6%+10.9pp | 73.8%+0.7pp | 68.1%+6.4pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $736 | $2,914-74.7% | $4,123-82.1% | $4,139-82.2% |
| Admin fee / account holder | $552 | $4,643-88.1% | $5,150-89.3% | $7,234-92.4% |