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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 | $58,194 | $127,387-54.3% | $115,038-49.4% | $125,389-53.6% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -3.03% | 31.28%-34.3pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,183 | $6,423+27.4% | $6,026+35.8% | $5,352+52.9% |
| Admin fee / account holder | $498 | $9,516-94.8% | $8,175-93.9% | $9,541-94.8% |