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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 | $84,176 | $99,345-15.3% | $84,753-0.7% | $273,972-69.3% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 9.33% | 22.93%-13.6pp | 22.78%-13.5pp | 41.46%-32.1pp |
| Employer contribution / active EE | $12,992 | $4,214+208.3% | $3,574+263.5% | $4,869+166.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $414 | $6,645-93.8% | $5,333-92.2% | $10,133-95.9% |