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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 | $58,911 | $71,872-18.0% | $86,691-32.0% | $68,495-14.0% |
| Participation rate | 97.6% | 72.2%+25.4pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -17.66% | 3.53%-21.2pp | 35.94%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,503 | $2,173+15.2% | $2,837-11.8% | $2,596-3.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,011 | $6,112+14.7% | $7,492-6.4% | $5,403+29.8% |