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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 | $190,787 | $176,572+8.1% | - | $137,256+39.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 12.68% | 652.77%-640.1pp | - | 220.34%-207.7pp |
| Employer contribution / active EE | $8,044 | $5,055+59.2% | - | $4,156+93.6% |
| Participant deferral / active EE | $5,853 | $5,052+15.9% | - | $6,407-8.6% |
| Admin fee / account holder | $341 | $6,447-94.7% | - | $12,270-97.2% |