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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 | $176,018 | $42,909+310.2% | $60,906+189.0% | $68,486+157.0% |
| Participation rate | 96.6% | 66.8%+29.8pp | 73.1%+23.5pp | 67.9%+28.7pp |
| Annual return | -11.09% | -13.99%+2.9pp | 16.94%-28.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $15,460 | $1,979+681.3% | $2,703+471.9% | $2,597+495.4% |
| Participant deferral / active EE | $6,803 | $2,866+137.4% | $3,814+78.4% | $4,028+68.9% |
| Admin fee / account holder | $4,731 | $3,104+52.4% | $3,227+46.6% | $5,404-12.4% |