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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 | $65,313 | $42,909+52.2% | $60,906+7.2% | $68,486-4.6% |
| Participation rate | 98.3% | 66.8%+31.5pp | 73.1%+25.2pp | 67.9%+30.4pp |
| Annual return | -15.93% | -13.99%-1.9pp | 16.94%-32.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $4,518 | $1,979+128.4% | $2,703+67.2% | $2,597+74.0% |
| Participant deferral / active EE | $4,973 | $2,866+73.5% | $3,814+30.4% | $4,028+23.5% |
| Admin fee / account holder | $8,139 | $3,104+162.2% | $3,227+152.2% | $5,404+50.6% |