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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 | $84,451 | $113,941-25.9% | $94,229-10.4% | $125,389-32.6% |
| Participation rate | 84.2% | 82.9%+1.3pp | 78.8%+5.4pp | 83.2%+1.0pp |
| Annual return | -2.74% | 5.29%-8.0pp | 10.68%-13.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,590 | $4,727-45.2% | $3,587-27.8% | $4,866-46.8% |
| Participant deferral / active EE | $7,414 | $5,179+43.1% | $4,320+71.6% | $5,352+38.5% |
| Admin fee / account holder | $2,966 | $8,392-64.6% | $6,269-52.7% | $9,541-68.9% |