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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 | $2,316 | $49,976-95.4% | $66,674-96.5% | $82,637-97.2% |
| Participation rate | 83.8% | 63.1%+20.7pp | 73.7%+10.1pp | 68.1%+15.7pp |
| Annual return | 15.68% | 39.09%-23.4pp | 321.24%-305.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,465 | $2,847-48.6% | $4,084-64.1% | $4,126-64.5% |
| Admin fee / account holder | $852 | $4,594-81.5% | $5,098-83.3% | $7,339-88.4% |