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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 | $72,619 | $54,355+33.6% | $82,744-12.2% | $68,486+6.0% |
| Participation rate | 97.1% | 63.9%+33.2pp | 72.6%+24.6pp | 67.9%+29.2pp |
| Annual return | -14.25% | -13.67%-0.6pp | 702.22%-716.5pp | -7.85%-6.4pp |
| Employer contribution / active EE | $5,789 | $2,219+160.9% | $3,008+92.5% | $2,597+123.0% |
| Participant deferral / active EE | $5,345 | $3,246+64.7% | $4,395+21.6% | $4,028+32.7% |
| Admin fee / account holder | $5,088 | $4,397+15.7% | $5,325-4.5% | $5,404-5.8% |