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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 | $58,734 | $140,578-58.2% | $100,671-41.7% | $125,389-53.2% |
| Participation rate | 87.5% | 80.4%+7.1pp | 70.7%+16.8pp | 83.2%+4.3pp |
| Annual return | -0.91% | 24.67%-25.6pp | 20.43%-21.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,881 | $5,965-68.5% | $4,012-53.1% | $4,866-61.3% |
| Participant deferral / active EE | $4,661 | $3,981+17.1% | $3,144+48.3% | $5,352-12.9% |
| Admin fee / account holder | $2,450 | $6,716-63.5% | $4,850-49.5% | $9,541-74.3% |