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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 | $221,061 | $198,457+11.4% | $170,435+29.7% | $147,586+49.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.20% | 257.30%-236.1pp | 205.94%-184.7pp | 578.59%-557.4pp |
| Employer contribution / active EE | $3,000 | $6,183-51.5% | $5,432-44.8% | $4,876-38.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,582 | $16,852-90.6% | $13,881-88.6% | $10,886-85.5% |