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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 | $57,427 | $42,909+33.8% | $60,906-5.7% | $68,486-16.1% |
| Participation rate | 98.0% | 66.8%+31.2pp | 73.1%+24.9pp | 67.9%+30.1pp |
| Annual return | -10.05% | -13.99%+3.9pp | 16.94%-27.0pp | -7.85%-2.2pp |
| Employer contribution / active EE | $14,863 | $1,979+651.2% | $2,703+449.9% | $2,597+472.4% |
| Participant deferral / active EE | $4,897 | $2,866+70.8% | $3,814+28.4% | $4,028+21.6% |
| Admin fee / account holder | $3,990 | $3,104+28.5% | $3,227+23.6% | $5,404-26.2% |