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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 | $148,270 | $64,719+129.1% | $112,249+32.1% | $68,486+116.5% |
| Participation rate | 91.2% | 67.2%+24.0pp | 75.1%+16.1pp | 67.9%+23.3pp |
| Annual return | -17.41% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $5,931 | $2,747+115.9% | $3,636+63.1% | $2,597+128.4% |
| Participant deferral / active EE | $14,562 | $3,565+308.5% | $4,729+207.9% | $4,028+261.6% |
| Admin fee / account holder | $5,248 | $5,232+0.3% | $6,412-18.2% | $5,404-2.9% |