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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 | $28,904 | $157,304-81.6% | $141,197-79.5% | $152,909-81.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 20.12% | 64.34%-44.2pp | 71.41%-51.3pp | 345.46%-325.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,231 | $7,111-54.6% | $6,710-51.8% | $5,851-44.8% |
| Admin fee / account holder | $4,396 | $12,126-63.7% | $10,265-57.2% | $11,601-62.1% |