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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 | $182,878 | $183,988-0.6% | $162,177+12.8% | $152,897+19.6% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.5%-5.5pp |
| Annual return | 25.51% | 150.79%-125.3pp | 115.60%-90.1pp | 345.43%-319.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,842 | $8,032+72.3% | $7,297+89.7% | $5,851+136.6% |
| Admin fee / account holder | $28,441 | $13,123+116.7% | $10,843+162.3% | $11,599+145.2% |