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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 | $6,325 | $49,976-87.3% | $66,674-90.5% | $82,637-92.3% |
| Participation rate | 80.6% | 63.1%+17.5pp | 73.7%+6.9pp | 68.1%+12.5pp |
| Annual return | 19.17% | 39.09%-19.9pp | 321.24%-302.1pp | 53.51%-34.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,842 | $2,847-35.3% | $4,084-54.9% | $4,126-55.3% |
| Admin fee / account holder | $306 | $4,594-93.3% | $5,098-94.0% | $7,339-95.8% |