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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 | $82,608 | $131,835-37.3% | $108,582-23.9% | $273,972-69.8% |
| Participation rate | 95.7% | 83.5%+12.2pp | 79.6%+16.1pp | 83.0%+12.6pp |
| Annual return | 7.72% | -91.57%+99.3pp | -51.70%+59.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $7,748 | $4,913+57.7% | $3,758+106.2% | $4,869+59.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,470 | $10,253-17.4% | $7,645+10.8% | $10,133-16.4% |