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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 | $116,747 | $71,873+62.4% | $86,698+34.7% | $68,490+70.5% |
| Participation rate | 81.1% | 72.2%+8.8pp | 76.6%+4.5pp | 67.9%+13.2pp |
| Annual return | -15.82% | 3.54%-19.4pp | 35.96%-51.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,184 | $2,173+0.5% | $2,837-23.0% | $2,597-15.9% |
| Participant deferral / active EE | $4,497 | $3,779+19.0% | $4,656-3.4% | $4,028+11.6% |
| Admin fee / account holder | $4,446 | $6,110-27.2% | $7,492-40.7% | $5,403-17.7% |