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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 | $108,941 | $40,275+170.5% | $57,356+89.9% | $59,633+82.7% |
| Participation rate | 71.7% | 69.1%+2.6pp | 75.1%-3.4pp | 68.7%+3.0pp |
| Annual return | -1.44% | 27.52%-29.0pp | 24.41%-25.8pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,321 | $1,921+20.8% | $2,689-13.7% | $2,203+5.4% |
| Participant deferral / active EE | $4,674 | $2,400+94.8% | $3,162+47.8% | $3,192+46.5% |
| Admin fee / account holder | $6,718 | $2,820+138.2% | $3,357+100.1% | $4,297+56.3% |