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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 | $105,238 | $77,817+35.2% | $123,553-14.8% | $64,173+64.0% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -4.75% | 12.49%-17.2pp | 119.21%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,040 | $3,014+0.9% | $4,628-34.3% | $2,381+27.7% |
| Participant deferral / active EE | $5,844 | $5,240+11.5% | $6,426-9.1% | $3,470+68.4% |
| Admin fee / account holder | $8,820 | $5,519+59.8% | $9,284-5.0% | $4,887+80.5% |