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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 | $202,463-2.3% | $169,397+16.7% | $139,487+41.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 24.61% | 532.64%-508.0pp | 406.23%-381.6pp | 373.84%-349.2pp |
| Employer contribution / active EE | $3,432 | $4,694-26.9% | $4,013-14.5% | $4,755-27.8% |
| Participant deferral / active EE | $3,846 | $6,941-44.6% | $6,223-38.2% | $6,713-42.7% |
| Admin fee / account holder | $1,576 | $10,726-85.3% | $9,017-82.5% | $11,407-86.2% |