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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 | $234,016 | $198,457+17.9% | $170,435+37.3% | $147,586+58.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.86% | 257.30%-245.4pp | 205.94%-194.1pp | 578.59%-566.7pp |
| Employer contribution / active EE | $4,202 | $6,183-32.0% | $5,432-22.7% | $4,876-13.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,088 | $16,852-87.6% | $13,881-85.0% | $10,886-80.8% |