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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 | $68,067 | $71,872-5.3% | $86,691-21.5% | $68,495-0.6% |
| Participation rate | 80.6% | 72.2%+8.4pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -15.35% | 3.53%-18.9pp | 35.94%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,914 | $2,173+80.1% | $2,837+38.0% | $2,596+50.7% |
| Participant deferral / active EE | $7,927 | $3,779+109.8% | $4,656+70.2% | $4,028+96.8% |
| Admin fee / account holder | $17,407 | $6,112+184.8% | $7,492+132.3% | $5,403+222.2% |