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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 | $241,736 | $196,972+22.7% | $182,262+32.6% | $198,609+21.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.25% | 158.27%-146.0pp | 140.60%-128.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $20,388 | $5,364+280.1% | $5,046+304.1% | $5,055+303.3% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,840 | $18,429-84.6% | $16,712-83.0% | $19,030-85.1% |