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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 | $137,941 | $77,816+77.3% | $123,552+11.6% | $64,173+115.0% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -5.97% | 12.49%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,968 | $3,014+31.7% | $4,628-14.3% | $2,381+66.7% |
| Participant deferral / active EE | $5,322 | $5,240+1.6% | $6,426-17.2% | $3,470+53.4% |
| Admin fee / account holder | $5,875 | $5,519+6.5% | $9,285-36.7% | $4,887+20.2% |