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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 | $93,778 | $81,870+14.5% | $119,634-21.6% | $68,490+36.9% |
| Participation rate | 79.4% | 71.9%+7.5pp | 79.3%+0.1pp | 67.9%+11.5pp |
| Annual return | -18.14% | -23.82%+5.7pp | -14.98%-3.2pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,753 | $2,692+39.4% | $4,232-11.3% | $2,597+44.5% |
| Participant deferral / active EE | $5,757 | $4,148+38.8% | $5,601+2.8% | $4,028+42.9% |
| Admin fee / account holder | $1,561 | $6,583-76.3% | $10,329-84.9% | $5,403-71.1% |