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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 | $169,802 | $73,988+129.5% | $96,538+75.9% | $75,177+125.9% |
| Participation rate | 98.6% | 66.4%+32.1pp | 74.3%+24.2pp | 67.2%+31.4pp |
| Annual return | 39.31% | 26.73%+12.6pp | 35.74%+3.6pp | 160.75%-121.4pp |
| Employer contribution / active EE | $12,238 | $2,930+317.6% | $3,740+227.2% | $2,671+358.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,784 | $5,220-8.4% | $6,737-29.0% | $5,651-15.4% |