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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 | $99,370 | $167,353-40.6% | $143,797-30.9% | $134,545-26.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.60% | 0.48%-1.1pp | -0.04%-0.6pp | 418.37%-419.0pp |
| Employer contribution / active EE | $6,823 | $5,620+21.4% | $4,952+37.8% | $4,742+43.9% |
| Participant deferral / active EE | $5,931 | $6,447-8.0% | $5,638+5.2% | $6,401-7.3% |
| Admin fee / account holder | $736 | $18,096-95.9% | $14,679-95.0% | $11,431-93.6% |