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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 | $111,849 | $176,105-36.5% | $159,474-29.9% | $167,536-33.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.02% | 331.91%-312.9pp | 263.68%-244.7pp | 478.82%-459.8pp |
| Employer contribution / active EE | $20,000 | $5,299+277.4% | $4,831+314.0% | $4,839+313.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $454 | $12,559-96.4% | $10,802-95.8% | $12,315-96.3% |