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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 | $74,535 | $158,827-53.1% | $121,208-38.5% | $135,382-44.9% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.8%+15.7pp | 82.6%+4.9pp |
| Annual return | -4.50% | -0.64%-3.9pp | 16.93%-21.4pp | 519.77%-524.3pp |
| Employer contribution / active EE | $2,845 | $5,666-49.8% | $4,023-29.3% | $4,779-40.5% |
| Participant deferral / active EE | $3,858 | $4,006-3.7% | $3,345+15.3% | $5,609-31.2% |
| Admin fee / account holder | $8,212 | $6,514+26.1% | $5,020+63.6% | $10,829-24.2% |