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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 | $81,714 | $50,947+60.4% | $74,549+9.6% | $64,173+27.3% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.1%+2.7pp | 69.6%+2.3pp |
| Annual return | -7.25% | -1.85%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,924 | $1,115+72.5% | $1,961-1.9% | $2,381-19.2% |
| Participant deferral / active EE | $5,341 | $2,302+132.1% | $3,108+71.9% | $3,470+53.9% |
| Admin fee / account holder | $716 | $4,221-83.0% | $5,059-85.9% | $4,887-85.4% |