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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 | $73,306 | $127,387-42.5% | $115,038-36.3% | $125,389-41.5% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -3.25% | 31.28%-34.5pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,602 | $6,423-43.9% | $6,026-40.2% | $5,352-32.7% |
| Admin fee / account holder | $730 | $9,516-92.3% | $8,175-91.1% | $9,541-92.3% |