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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 | $186,865 | $87,544+113.5% | $75,784+146.6% | $125,388+49.0% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | -1.76% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,739 | $3,930-30.3% | $3,323-17.6% | $4,866-43.7% |
| Participant deferral / active EE | $9,594 | $4,229+126.8% | $3,652+162.7% | $5,352+79.3% |
| Admin fee / account holder | $1,142 | $6,502-82.4% | $5,300-78.4% | $9,541-88.0% |