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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 | $201,458 | $167,503+20.3% | $151,627+32.9% | $134,493+49.8% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -15.61% | 7.80%-23.4pp | 3.33%-18.9pp | 418.01%-433.6pp |
| Employer contribution / active EE | $3,692 | $6,829-45.9% | $6,166-40.1% | $4,740-22.1% |
| Participant deferral / active EE | $6,314 | $8,985-29.7% | $8,363-24.5% | $6,400-1.3% |
| Admin fee / account holder | $7,745 | $13,777-43.8% | $11,612-33.3% | $11,425-32.2% |