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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 | $150,409 | $95,188+58.0% | $76,518+96.6% | $135,380+11.1% |
| Participation rate | 92.3% | 74.4%+17.9pp | 68.0%+24.3pp | 82.6%+9.7pp |
| Annual return | -5.57% | 4.85%-10.4pp | -0.27%-5.3pp | 519.81%-525.4pp |
| Employer contribution / active EE | $5,269 | $3,303+59.5% | $2,647+99.0% | $4,779+10.3% |
| Participant deferral / active EE | $5,344 | $4,640+15.2% | $3,836+39.3% | $5,609-4.7% |
| Admin fee / account holder | $5,253 | $6,249-15.9% | $4,849+8.3% | $10,828-51.5% |