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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 | $122,401 | $64,719+89.1% | $112,249+9.0% | $68,486+78.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.62% | -11.40%-3.2pp | 27.48%-42.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $5,074 | $2,747+84.7% | $3,636+39.5% | $2,597+95.4% |
| Participant deferral / active EE | $8,257 | $3,565+131.6% | $4,729+74.6% | $4,028+105.0% |
| Admin fee / account holder | $8,525 | $5,232+62.9% | $6,412+32.9% | $5,404+57.8% |