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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 | $85,085 | $140,592-39.5% | $123,106-30.9% | $125,388-32.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.24% | 16.80%-20.0pp | 13.22%-16.5pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,073 | $6,041-65.7% | $5,151-59.8% | $4,866-57.4% |
| Participant deferral / active EE | $2,757 | $6,980-60.5% | $6,229-55.7% | $5,352-48.5% |
| Admin fee / account holder | $649 | $11,198-94.2% | $9,015-92.8% | $9,541-93.2% |