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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 | $13,273 | $64,311-79.4% | $57,356-76.9% | $125,389-89.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 83.2%-13.2pp |
| Annual return | 1.12% | 25.14%-24.0pp | 24.41%-23.3pp | 282.24%-281.1pp |
| Employer contribution / active EE | $630 | $3,193-80.3% | $2,689-76.6% | $4,866-87.1% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $909 | $5,243-82.7% | $3,357-72.9% | $9,541-90.5% |