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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 | $139,741 | $94,529+47.8% | $140,019-0.2% | $64,173+117.8% |
| Participation rate | 88.5% | 84.1%+4.4pp | 87.5%+1.0pp | 69.6%+18.9pp |
| Annual return | -6.08% | 7.77%-13.9pp | 651.15%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $5,153 | $3,812+35.2% | $5,605-8.1% | $2,381+116.4% |
| Participant deferral / active EE | $10,570 | $5,250+101.3% | $6,927+52.6% | $3,470+204.6% |
| Admin fee / account holder | $8,701 | $6,741+29.1% | $10,705-18.7% | $4,887+78.0% |