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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 | $11,281 | $70,366-84.0% | $66,674-83.1% | $138,895-91.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 21.16% | 386.41%-365.2pp | 321.24%-300.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,316 | $4,374-24.2% | $4,084-18.8% | $6,396-48.2% |
| Admin fee / account holder | $727 | $5,262-86.2% | $5,098-85.7% | $12,562-94.2% |