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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 | $2,109 | $49,976-95.8% | $66,674-96.8% | $82,637-97.4% |
| Participation rate | 78.6% | 63.1%+15.5pp | 73.7%+4.9pp | 68.1%+10.5pp |
| Annual return | 18.49% | 39.09%-20.6pp | 321.24%-302.8pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $954 | $2,847-66.5% | $4,084-76.6% | $4,126-76.9% |
| Admin fee / account holder | $886 | $4,594-80.7% | $5,098-82.6% | $7,339-87.9% |