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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 | $91,977 | $42,909+114.4% | $60,906+51.0% | $68,486+34.3% |
| Participation rate | 82.1% | 66.8%+15.4pp | 73.1%+9.0pp | 67.9%+14.2pp |
| Annual return | -12.11% | -13.99%+1.9pp | 16.94%-29.0pp | -7.85%-4.3pp |
| Employer contribution / active EE | $2,653 | $1,979+34.1% | $2,703-1.9% | $2,597+2.2% |
| Participant deferral / active EE | $6,906 | $2,866+140.9% | $3,814+81.1% | $4,028+71.5% |
| Admin fee / account holder | $8,813 | $3,104+183.9% | $3,227+173.1% | $5,404+63.1% |