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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 | $168,928 | $167,533+0.8% | $151,645+11.4% | $134,545+25.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -20.66% | 7.81%-28.5pp | 3.34%-24.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $7,126 | $6,828+4.4% | $6,165+15.6% | $4,742+50.3% |
| Participant deferral / active EE | $14,075 | $8,985+56.6% | $8,363+68.3% | $6,401+119.9% |
| Admin fee / account holder | $887 | $13,781-93.6% | $11,614-92.4% | $11,431-92.2% |