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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 | $80,538 | $133,998-39.9% | $112,263-28.3% | $134,545-40.1% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -13.21% | 47.17%-60.4pp | 27.49%-40.7pp | 418.37%-431.6pp |
| Employer contribution / active EE | $1,692 | $4,040-58.1% | $3,636-53.5% | $4,742-64.3% |
| Participant deferral / active EE | $3,497 | $5,292-33.9% | $4,729-26.1% | $6,401-45.4% |
| Admin fee / account holder | $402 | $7,493-94.6% | $6,410-93.7% | $11,431-96.5% |