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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 | $93,901 | $73,848+27.2% | $143,799-34.7% | $68,486+37.1% |
| Participation rate | 85.2% | 66.7%+18.5pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -15.97% | 0.91%-16.9pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $6,337 | $3,184+99.0% | $4,952+28.0% | $2,597+144.1% |
| Participant deferral / active EE | $5,166 | $3,385+52.6% | $5,638-8.4% | $4,028+28.3% |
| Admin fee / account holder | $5,724 | $5,755-0.5% | $14,677-61.0% | $5,404+5.9% |