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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 | $35,955 | $127,387-71.8% | $115,038-68.7% | $125,389-71.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.66% | 31.28%-31.9pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,342 | $5,166-74.0% | $4,608-70.9% | $4,866-72.4% |
| Participant deferral / active EE | $1,992 | $6,423-69.0% | $6,026-67.0% | $5,352-62.8% |
| Admin fee / account holder | $4,083 | $9,516-57.1% | $8,175-50.1% | $9,541-57.2% |