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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 | $61,197 | $46,689+31.1% | $117,498-47.9% | $68,495-10.7% |
| Participation rate | 90.3% | 56.8%+33.5pp | 70.6%+19.7pp | 67.9%+22.4pp |
| Annual return | -16.25% | -14.52%-1.7pp | 29.75%-46.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,698 | $1,505+79.3% | $4,178-35.4% | $2,596+3.9% |
| Participant deferral / active EE | $5,782 | $2,637+119.3% | $4,071+42.0% | $4,028+43.6% |
| Admin fee / account holder | $15,701 | $4,021+290.5% | $5,646+178.1% | $5,403+190.6% |