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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 | $197,734 | $202,430-2.3% | $169,369+16.7% | $139,427+41.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 24.61% | 531.86%-507.2pp | 405.70%-381.1pp | 373.27%-348.7pp |
| Employer contribution / active EE | $3,432 | $4,690-26.8% | $4,011-14.4% | $4,752-27.8% |
| Participant deferral / active EE | $3,846 | $6,938-44.6% | $6,221-38.2% | $6,711-42.7% |
| Admin fee / account holder | $1,576 | $10,716-85.3% | $9,009-82.5% | $11,404-86.2% |