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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 | $90,206 | $48,267+86.9% | $68,808+31.1% | $68,486+31.7% |
| Participation rate | 94.3% | 60.7%+33.7pp | 69.0%+25.3pp | 67.9%+26.4pp |
| Annual return | -13.41% | -12.70%-0.7pp | -6.37%-7.0pp | -7.85%-5.6pp |
| Employer contribution / active EE | $3,207 | $1,829+75.3% | $2,656+20.8% | $2,597+23.5% |
| Participant deferral / active EE | $7,986 | $2,867+178.6% | $3,942+102.6% | $4,028+98.3% |
| Admin fee / account holder | $4,292 | $4,362-1.6% | $4,936-13.0% | $5,404-20.6% |