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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 | $49,976-73.1% | $66,674-79.8% | $82,637-83.7% |
| Participation rate | 74.5% | 63.1%+11.4pp | 73.7%+0.8pp | 68.1%+6.4pp |
| Annual return | 0.00% | 39.09%-39.1pp | 321.24%-321.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $736 | $2,847-74.1% | $4,084-82.0% | $4,126-82.2% |
| Admin fee / account holder | $552 | $4,594-88.0% | $5,098-89.2% | $7,339-92.5% |