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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 | $102,119 | $87,546+16.6% | $75,784+34.7% | $125,389-18.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.40% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,859 | $3,930-52.7% | $3,323-44.1% | $4,866-61.8% |
| Participant deferral / active EE | $7,641 | $4,230+80.7% | $3,652+109.2% | $5,352+42.8% |
| Admin fee / account holder | $1,343 | $6,503-79.4% | $5,300-74.7% | $9,541-85.9% |