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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 | $81,779 | $50,947+60.5% | $74,549+9.7% | $64,173+27.4% |
| Participation rate | 82.0% | 61.1%+20.9pp | 69.1%+12.9pp | 69.6%+12.4pp |
| Annual return | -4.43% | -1.85%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,628 | $1,115+135.6% | $1,961+34.0% | $2,381+10.4% |
| Participant deferral / active EE | $6,985 | $2,302+203.5% | $3,108+124.7% | $3,470+101.3% |
| Admin fee / account holder | $1,269 | $4,221-69.9% | $5,059-74.9% | $4,887-74.0% |