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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 | $31,509 | $157,296-80.0% | $141,191-77.7% | $152,897-79.4% |
| Participation rate | 76.5% | 84.8%-8.4pp | 82.5%-6.0pp | 82.5%-6.0pp |
| Annual return | 23.97% | 64.34%-40.4pp | 71.41%-47.4pp | 345.43%-321.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,662 | $7,111-62.6% | $6,710-60.3% | $5,851-54.5% |
| Admin fee / account holder | $4,341 | $12,125-64.2% | $10,264-57.7% | $11,599-62.6% |