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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 | $98,446 | $95,917+2.6% | $79,583+23.7% | $134,545-26.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -9.31% | -2.70%-6.6pp | 0.16%-9.5pp | 418.37%-427.7pp |
| Employer contribution / active EE | $2,870 | $3,129-8.3% | $2,414+18.9% | $4,742-39.5% |
| Participant deferral / active EE | $8,665 | $4,694+84.6% | $3,986+117.4% | $6,401+35.4% |
| Admin fee / account holder | $309 | $9,132-96.6% | $6,835-95.5% | $11,431-97.3% |