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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 | $27,732 | $115,796-76.1% | $101,264-72.6% | $158,950-82.6% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 12.44% | 56.15%-43.7pp | 46.48%-34.0pp | 302.91%-290.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,825 | $4,958-43.0% | $4,370-35.4% | $5,983-52.8% |
| Admin fee / account holder | $2,787 | $7,247-61.5% | $5,947-53.1% | $11,248-75.2% |