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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 | $81,059 | $53,806+50.7% | $61,491+31.8% | $68,490+18.4% |
| Participation rate | 97.1% | 72.5%+24.6pp | 79.3%+17.7pp | 67.9%+29.2pp |
| Annual return | -19.11% | -15.68%-3.4pp | -12.98%-6.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $4,836 | $3,218+50.3% | $4,246+13.9% | $2,597+86.2% |
| Participant deferral / active EE | $4,685 | $3,678+27.3% | $5,188-9.7% | $4,028+16.3% |
| Admin fee / account holder | $2,076 | $5,999-65.4% | $4,312-51.9% | $5,403-61.6% |