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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 | $3,044 | $24,618-87.6% | $71,585-95.7% | $82,637-96.3% |
| Participation rate | 75.9% | 68.2%+7.7pp | 68.2%+7.7pp | 68.1%+7.8pp |
| Annual return | 42.84% | 93.17%-50.3pp | 59.26%-16.4pp | 53.51%-10.7pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,614 | $1,720-6.2% | $2,923-44.8% | $4,126-60.9% |
| Admin fee / account holder | $336 | $3,285-89.8% | $4,712-92.9% | $7,339-95.4% |