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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 | $30,405 | $81,446-62.7% | $103,374-70.6% | $80,874-62.4% |
| Participation rate | 93.5% | 66.9%+26.7pp | 74.5%+19.0pp | 67.6%+25.9pp |
| Annual return | 11.17% | 25.57%-14.4pp | 24.89%-13.7pp | 35.62%-24.4pp |
| Employer contribution / active EE | $7,187 | $3,107+131.3% | $3,869+85.7% | $2,756+160.8% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,236 | $6,715-7.1% | $8,394-25.7% | $6,935-10.1% |