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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 | $72,106 | $124,346-42.0% | $111,308-35.2% | $167,536-57.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.33% | 37.45%-25.1pp | 54.67%-42.3pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $15,591 | $5,182+200.9% | $4,487+247.4% | $6,342+145.8% |
| Admin fee / account holder | $376 | $10,621-96.5% | $7,965-95.3% | $12,315-96.9% |