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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 | $75,249 | $71,872+4.7% | $86,691-13.2% | $68,495+9.9% |
| Participation rate | 76.1% | 72.2%+3.9pp | 76.6%-0.5pp | 67.9%+8.2pp |
| Annual return | -10.23% | 3.53%-13.8pp | 35.94%-46.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,978 | $2,173+37.0% | $2,837+5.0% | $2,596+14.7% |
| Participant deferral / active EE | $4,089 | $3,779+8.2% | $4,656-12.2% | $4,028+1.5% |
| Admin fee / account holder | $15,104 | $6,112+147.1% | $7,492+101.6% | $5,403+179.5% |