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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 | $202,850 | $165,399+22.6% | $149,745+35.5% | $158,982+27.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.25% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.7pp |
| Employer contribution / active EE | $22,056 | $5,105+332.1% | $4,646+374.8% | $4,763+363.1% |
| Participant deferral / active EE | $3,200 | $7,183-55.4% | $6,843-53.2% | $5,983-46.5% |
| Admin fee / account holder | $529 | $10,811-95.1% | $9,312-94.3% | $11,252-95.3% |