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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 | $161,225 | $73,978+117.9% | $96,515+67.0% | $75,173+114.5% |
| Participation rate | 82.5% | 66.4%+16.1pp | 74.3%+8.2pp | 67.2%+15.3pp |
| Annual return | 225.27% | 26.72%+198.5pp | 35.73%+189.5pp | 160.72%+64.6pp |
| Employer contribution / active EE | $14,284 | $2,931+387.4% | $3,740+282.0% | $2,671+434.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,153 | $5,219-58.7% | $6,735-68.0% | $5,651-61.9% |