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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 | $86,803 | $158,852-45.4% | $121,220-28.4% | $135,379-35.9% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.8%+17.1pp | 82.6%+6.2pp |
| Annual return | -1.02% | -0.64%-0.4pp | 16.94%-18.0pp | 519.79%-520.8pp |
| Employer contribution / active EE | $6,667 | $5,666+17.7% | $4,023+65.7% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,194 | $6,515-35.6% | $5,021-16.5% | $10,828-61.3% |