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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 | $40,263+170.6% | $57,347+90.0% | $59,632+82.7% |
| Participation rate | 71.7% | 69.2%+2.5pp | 75.1%-3.4pp | 68.7%+3.0pp |
| Annual return | -1.44% | 27.50%-28.9pp | 24.40%-25.8pp | 2041.32%-2042.8pp |
| Employer contribution / active EE | $2,321 | $1,922+20.7% | $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 | $2,819+138.3% | $3,356+100.2% | $4,297+56.3% |