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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 | $16,307 | $68,097-76.1% | $62,929-74.1% | $137,256-88.1% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.0%-8.5pp |
| Annual return | 24.26% | 1859.11%-1834.9pp | 1063.93%-1039.7pp | 220.34%-196.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,498 | $4,553-23.2% | $3,888-10.0% | $6,407-45.4% |
| Admin fee / account holder | $486 | $6,521-92.5% | $5,065-90.4% | $12,270-96.0% |