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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 | $20,886 | $99,345-79.0% | $84,753-75.4% | $273,972-92.4% |
| Participation rate | 86.4% | 80.7%+5.7pp | 76.6%+9.8pp | 83.0%+3.3pp |
| Annual return | 4.66% | 22.93%-18.3pp | 22.78%-18.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $9,067 | $4,214+115.2% | $3,574+153.7% | $4,869+86.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,155 | $6,645-82.6% | $5,333-78.3% | $10,133-88.6% |