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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 | $138,822 | $127,387+9.0% | $115,038+20.7% | $125,389+10.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.82% | 31.28%-34.1pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $5,701 | $5,166+10.4% | $4,608+23.7% | $4,866+17.2% |
| Participant deferral / active EE | $15,772 | $6,423+145.6% | $6,026+161.7% | $5,352+194.7% |
| Admin fee / account holder | $890 | $9,516-90.6% | $8,175-89.1% | $9,541-90.7% |