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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 | $9,316 | $94,439-90.1% | $73,658-87.4% | $154,746-94.0% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 10.03% | 28.25%-18.2pp | 29.72%-19.7pp | 172.34%-162.3pp |
| Employer contribution / active EE | $1,662 | $1,257+32.2% | $1,032+61.0% | $4,379-62.1% |
| Participant deferral / active EE | $799 | $2,527-68.4% | $2,062-61.3% | $6,730-88.1% |
| Admin fee / account holder | $1,450 | $3,843-62.3% | $3,357-56.8% | $14,365-89.9% |