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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 | $137,950 | $45,872+200.7% | $77,100+78.9% | $68,490+101.4% |
| Participation rate | 87.9% | 55.9%+32.0pp | 67.9%+20.0pp | 67.9%+20.0pp |
| Annual return | -13.36% | 1.73%-15.1pp | 42.35%-55.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $4,749 | $1,650+187.9% | $2,815+68.7% | $2,597+82.9% |
| Participant deferral / active EE | $4,171 | $2,963+40.8% | $4,430-5.8% | $4,028+3.6% |
| Admin fee / account holder | $4,095 | $3,041+34.6% | $5,443-24.8% | $5,403-24.2% |