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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 | $113,632 | $71,878+58.1% | $86,698+31.1% | $68,486+65.9% |
| Participation rate | 81.5% | 72.2%+9.2pp | 76.6%+4.9pp | 67.9%+13.6pp |
| Annual return | -13.41% | 3.53%-16.9pp | 35.95%-49.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,212 | $2,173-44.3% | $2,837-57.3% | $2,597-53.3% |
| Participant deferral / active EE | $2,057 | $3,779-45.6% | $4,656-55.8% | $4,028-48.9% |
| Admin fee / account holder | $15,321 | $6,113+150.7% | $7,493+104.5% | $5,404+183.5% |