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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 | $157,904 | $131,835+19.8% | $108,582+45.4% | $273,972-42.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.21% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $6,433 | $4,913+30.9% | $3,758+71.2% | $4,869+32.1% |
| Participant deferral / active EE | $4,200 | $5,127-18.1% | $4,311-2.6% | $5,287-20.6% |
| Admin fee / account holder | $374 | $10,253-96.4% | $7,645-95.1% | $10,133-96.3% |