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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 | $3,449 | $72,071-95.2% | $68,368-95.0% | $137,256-97.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 21.17% | 353.14%-332.0pp | 292.57%-271.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,285 | $4,410-70.9% | $4,123-68.8% | $6,407-79.9% |
| Admin fee / account holder | $513 | $5,336-90.4% | $5,150-90.0% | $12,270-95.8% |