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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 | $34,952 | $167,504-79.1% | $151,628-76.9% | $134,509-74.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -20.21% | 7.81%-28.0pp | 3.34%-23.5pp | 418.13%-438.3pp |
| Employer contribution / active EE | $2,708 | $6,828-60.3% | $6,165-56.1% | $4,741-42.9% |
| Participant deferral / active EE | $9,829 | $8,985+9.4% | $8,363+17.5% | $6,400+53.6% |
| Admin fee / account holder | $1,374 | $13,779-90.0% | $11,613-88.2% | $11,427-88.0% |