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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 | $113,808 | $71,872+58.3% | $86,691+31.3% | $68,495+66.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.94% | 3.53%-14.5pp | 35.94%-46.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $2,457 | $2,173+13.1% | $2,837-13.4% | $2,596-5.4% |
| Participant deferral / active EE | $4,240 | $3,779+12.2% | $4,656-8.9% | $4,028+5.3% |
| Admin fee / account holder | $5,361 | $6,112-12.3% | $7,492-28.4% | $5,403-0.8% |