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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 | $209,821 | $202,460+3.6% | $169,385+23.9% | $139,456+50.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.12% | 532.07%-516.9pp | 405.82%-390.7pp | 373.45%-358.3pp |
| Employer contribution / active EE | $2,022 | $4,691-56.9% | $4,012-49.6% | $4,753-57.5% |
| Participant deferral / active EE | $19,000 | $6,938+173.9% | $6,221+205.4% | $6,711+183.1% |
| Admin fee / account holder | $1,806 | $10,719-83.1% | $9,011-80.0% | $11,407-84.2% |