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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 | $123,606 | $140,592-12.1% | $123,105+0.4% | $125,389-1.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.26% | 16.80%-20.1pp | 13.22%-16.5pp | 282.24%-285.5pp |
| Employer contribution / active EE | $3,282 | $6,041-45.7% | $5,151-36.3% | $4,866-32.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,086 | $11,198-54.6% | $9,014-43.6% | $9,541-46.7% |