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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 | $131,063 | $144,124-9.1% | $117,857+11.2% | $147,585-11.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.07% | 531.17%-511.1pp | 335.09%-315.0pp | 578.57%-558.5pp |
| Employer contribution / active EE | $2,040 | $4,897-58.3% | $3,786-46.1% | $4,876-58.2% |
| Participant deferral / active EE | $20,000 | $5,316+276.2% | $4,482+346.2% | $5,439+267.7% |
| Admin fee / account holder | $969 | $10,886-91.1% | $8,020-87.9% | $10,885-91.1% |