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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 | $7,788 | $72,426-89.2% | $67,560-88.5% | $145,897-94.7% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 17.61% | 7226.78%-7209.2pp | 3533.50%-3515.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,010 | $4,785-37.1% | $4,004-24.8% | $6,689-55.0% |
| Admin fee / account holder | $318 | $5,514-94.2% | $3,994-92.0% | $13,390-97.6% |