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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 | $115,879 | $167,533-30.8% | $151,645-23.6% | $134,545-13.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -13.85% | 7.81%-21.7pp | 3.34%-17.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $3,349 | $6,828-51.0% | $6,165-45.7% | $4,742-29.4% |
| Participant deferral / active EE | $7,873 | $8,985-12.4% | $8,363-5.9% | $6,401+23.0% |
| Admin fee / account holder | $20,951 | $13,781+52.0% | $11,614+80.4% | $11,431+83.3% |