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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 | $147,427 | $185,883-20.7% | $170,043-13.3% | $139,466+5.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 47.22% | 60.54%-13.3pp | 53.40%-6.2pp | 373.66%-326.4pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $62,300 | $11,626+435.9% | $10,410+498.5% | $6,712+828.2% |
| Admin fee / account holder | $60,649 | $15,393+294.0% | $12,824+372.9% | $11,409+431.6% |