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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 | $61,219 | $64,311-4.8% | $57,356+6.7% | $125,389-51.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.03% | 25.14%-28.2pp | 24.41%-27.4pp | 282.24%-285.3pp |
| Employer contribution / active EE | $4,440 | $3,193+39.1% | $2,689+65.1% | $4,866-8.8% |
| Participant deferral / active EE | $8,702 | $3,846+126.2% | $3,162+175.2% | $5,352+62.6% |
| Admin fee / account holder | $798 | $5,243-84.8% | $3,357-76.2% | $9,541-91.6% |