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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 | $69,652 | $118,695-41.3% | $98,916-29.6% | $158,950-56.2% |
| Participation rate | 73.7% | 77.8%-4.1pp | 76.0%-2.3pp | 82.0%-8.3pp |
| Annual return | 7.67% | 372.39%-364.7pp | 196.45%-188.8pp | 302.91%-295.2pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,502 | $5,088-50.8% | $4,245-41.1% | $5,983-58.2% |
| Admin fee / account holder | $856 | $10,132-91.6% | $6,642-87.1% | $11,248-92.4% |