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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 | $121,715 | $140,592-13.4% | $123,105-1.1% | $125,389-2.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.98% | 16.80%-17.8pp | 13.22%-14.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $6,000 | $6,041-0.7% | $5,151+16.5% | $4,866+23.3% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,095 | $11,198-90.2% | $9,014-87.9% | $9,541-88.5% |