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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 | $24,065 | $52,353-54.0% | $120,225-80.0% | $82,448-70.8% |
| Participation rate | 87.5% | 58.3%+29.2pp | 69.6%+17.9pp | 68.1%+19.4pp |
| Annual return | 19.16% | 61.85%-42.7pp | 439.23%-420.1pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,975 | $2,627+89.4% | $3,999+24.4% | $4,139+20.2% |
| Admin fee / account holder | $2,640 | $4,363-39.5% | $5,696-53.7% | $7,234-63.5% |