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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 | $87,195 | $113,941-23.5% | $94,229-7.5% | $125,389-30.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.38% | 5.29%-5.7pp | 10.68%-11.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,172 | $4,727-54.0% | $3,587-39.4% | $4,866-55.4% |
| Participant deferral / active EE | $4,243 | $5,179-18.1% | $4,320-1.8% | $5,352-20.7% |
| Admin fee / account holder | $965 | $8,392-88.5% | $6,269-84.6% | $9,541-89.9% |