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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 | $110,514 | $127,387-13.2% | $115,038-3.9% | $125,389-11.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.29% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $4,213 | $5,166-18.4% | $4,608-8.6% | $4,866-13.4% |
| Participant deferral / active EE | $3,603 | $6,423-43.9% | $6,026-40.2% | $5,352-32.7% |
| Admin fee / account holder | $9,359 | $9,516-1.6% | $8,175+14.5% | $9,541-1.9% |