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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 | $123,993 | $46,689+165.6% | $117,498+5.5% | $68,495+81.0% |
| Participation rate | 97.8% | 56.8%+41.0pp | 70.6%+27.2pp | 67.9%+29.9pp |
| Annual return | -17.51% | -14.52%-3.0pp | 29.75%-47.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,821 | $1,505+153.8% | $4,178-8.6% | $2,596+47.1% |
| Participant deferral / active EE | $7,896 | $2,637+199.4% | $4,071+93.9% | $4,028+96.1% |
| Admin fee / account holder | $659 | $4,021-83.6% | $5,646-88.3% | $5,403-87.8% |