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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 | $117,283 | $87,546+34.0% | $75,784+54.8% | $125,389-6.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.09% | 13.49%-16.6pp | 9.68%-12.8pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,343 | $3,930-40.4% | $3,323-29.5% | $4,866-51.8% |
| Participant deferral / active EE | $4,807 | $4,230+13.6% | $3,652+31.6% | $5,352-10.2% |
| Admin fee / account holder | $8,043 | $6,503+23.7% | $5,300+51.8% | $9,541-15.7% |