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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 | $2,627 | $72,071-96.4% | $68,368-96.2% | $137,256-98.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 22.48% | 353.14%-330.7pp | 292.57%-270.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $744 | $4,410-83.1% | $4,123-81.9% | $6,407-88.4% |
| Admin fee / account holder | $453 | $5,336-91.5% | $5,150-91.2% | $12,270-96.3% |