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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 | $170,374 | $131,835+29.2% | $108,582+56.9% | $273,972-37.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.94% | -91.57%+97.5pp | -51.70%+57.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $5,614 | $4,913+14.3% | $3,758+49.4% | $4,869+15.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,898 | $10,253-71.7% | $7,645-62.1% | $10,133-71.4% |