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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 | $245,943 | $77,816+216.1% | $123,552+99.1% | $64,173+283.2% |
| Participation rate | 73.1% | 74.7%-1.6pp | 82.3%-9.2pp | 69.6%+3.5pp |
| Annual return | -6.61% | 12.49%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,457 | $3,014+14.7% | $4,628-25.3% | $2,381+45.2% |
| Participant deferral / active EE | $8,299 | $5,240+58.4% | $6,426+29.1% | $3,470+139.2% |
| Admin fee / account holder | $20,747 | $5,519+275.9% | $9,285+123.5% | $4,887+324.5% |