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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 | $101,202 | $42,910+135.8% | $60,919+66.1% | $68,490+47.8% |
| Participation rate | 88.4% | 66.8%+21.6pp | 73.1%+15.3pp | 67.9%+20.5pp |
| Annual return | -8.82% | -13.99%+5.2pp | 16.96%-25.8pp | -7.85%-1.0pp |
| Employer contribution / active EE | $3,840 | $1,978+94.1% | $2,704+42.0% | $2,597+47.9% |
| Participant deferral / active EE | $1,123 | $2,866-60.8% | $3,814-70.6% | $4,028-72.1% |
| Admin fee / account holder | $5,774 | $3,104+86.0% | $3,228+78.9% | $5,403+6.9% |