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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 | $69,589 | $54,355+28.0% | $82,744-15.9% | $68,486+1.6% |
| Participation rate | 76.2% | 63.9%+12.3pp | 72.6%+3.6pp | 67.9%+8.3pp |
| Annual return | -9.07% | -13.67%+4.6pp | 702.22%-711.3pp | -7.85%-1.2pp |
| Employer contribution / active EE | $2,459 | $2,219+10.8% | $3,008-18.3% | $2,597-5.3% |
| Participant deferral / active EE | $4,697 | $3,246+44.7% | $4,395+6.9% | $4,028+16.6% |
| Admin fee / account holder | $5,362 | $4,397+22.0% | $5,325+0.7% | $5,404-0.8% |