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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 | $30,686 | $65,130-52.9% | $81,882-62.5% | - |
| Participation rate | 86.9% | 64.1%+22.7pp | 72.4%+14.5pp | - |
| Annual return | 20.83% | 13.17%+7.7pp | 779.47%-758.6pp | - |
| Employer contribution / active EE | $2,083 | $3,054-31.8% | $2,916-28.6% | - |
| Participant deferral / active EE | $5,278 | $3,258+62.0% | $4,323+22.1% | - |
| Admin fee / account holder | $6,661 | $2,232+198.4% | $7,360-9.5% | - |