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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 | $11,933 | $72,071-83.4% | $68,368-82.5% | $137,256-91.3% |
| Participation rate | 90.5% | 76.2%+14.2pp | 73.8%+16.7pp | 80.0%+10.5pp |
| Annual return | 20.18% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $878 | $4,410-80.1% | $4,123-78.7% | $6,407-86.3% |
| Admin fee / account holder | $422 | $5,336-92.1% | $5,150-91.8% | $12,270-96.6% |