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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 | $9,840 | $57,575-82.9% | $124,067-92.1% | $86,983-88.7% |
| Participation rate | 72.9% | 62.3%+10.7pp | 66.9%+6.0pp | 69.5%+3.4pp |
| Annual return | 15.91% | 19.65%-3.7pp | 31.06%-15.1pp | 25.83%-9.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,166-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $999 | $2,623-61.9% | $3,463-71.1% | $4,194-76.2% |
| Admin fee / account holder | $414 | $8,506-95.1% | $7,351-94.4% | $7,856-94.7% |