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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 | $63,092 | $64,716-2.5% | $112,258-43.8% | $68,495-7.9% |
| Participation rate | 71.1% | 67.2%+4.0pp | 75.1%-3.9pp | 67.9%+3.2pp |
| Annual return | -17.47% | -11.40%-6.1pp | 27.47%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $6,612 | $2,746+140.7% | $3,636+81.9% | $2,596+154.6% |
| Participant deferral / active EE | $8,379 | $3,565+135.0% | $4,728+77.2% | $4,028+108.1% |
| Admin fee / account holder | $5,647 | $5,232+7.9% | $6,411-11.9% | $5,403+4.5% |