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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 | $135,681 | $142,392-4.7% | $119,622+13.4% | $134,532+0.9% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | 1.92% | -12.46%+14.4pp | -14.98%+16.9pp | 418.27%-416.3pp |
| Employer contribution / active EE | $6,457 | $5,224+23.6% | $4,232+52.6% | $4,741+36.2% |
| Participant deferral / active EE | $2,961 | $6,467-54.2% | $5,601-47.1% | $6,401-53.7% |
| Admin fee / account holder | $976 | $13,593-92.8% | $10,328-90.6% | $11,429-91.5% |