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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 | $64,640-52.5% | $81,820-62.5% | - |
| Participation rate | 86.9% | 64.3%+22.6pp | 72.4%+14.5pp | - |
| Annual return | 20.83% | 13.47%+7.4pp | 777.93%-757.1pp | - |
| Employer contribution / active EE | $2,083 | $3,040-31.5% | $2,915-28.5% | - |
| Participant deferral / active EE | $5,278 | $3,288+60.5% | $4,323+22.1% | - |
| Admin fee / account holder | $6,661 | $2,218+200.3% | $7,391-9.9% | - |