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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 | $70,519 | $140,592-49.8% | $123,105-42.7% | $125,389-43.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.96% | 16.80%-18.8pp | 13.22%-15.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $3,422 | $6,041-43.4% | $5,151-33.6% | $4,866-29.7% |
| Participant deferral / active EE | $9,465 | $6,980+35.6% | $6,229+51.9% | $5,352+76.9% |
| Admin fee / account holder | $490 | $11,198-95.6% | $9,014-94.6% | $9,541-94.9% |