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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 | $31,778 | $100,139-68.3% | $85,187-62.7% | $145,884-78.2% |
| Participation rate | 95.5% | 74.1%+21.4pp | 67.5%+27.9pp | 80.3%+15.2pp |
| Annual return | 12.89% | 84.15%-71.3pp | 66.67%-53.8pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,662 | $5,296-49.7% | $4,525-41.2% | $6,690-60.2% |
| Admin fee / account holder | $361 | $7,262-95.0% | $6,162-94.1% | $13,392-97.3% |