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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 | $23,132 | $38,055-39.2% | $85,240-72.9% | - |
| Participation rate | 100.0% | 49.1%+50.9pp | 67.5%+32.5pp | - |
| Annual return | 15.33% | 16.40%-1.1pp | 66.75%-51.4pp | - |
| Employer contribution / active EE | $2,676 | $1,474+81.5% | $2,735-2.2% | - |
| Participant deferral / active EE | $3,797 | $2,088+81.9% | $4,527-16.1% | - |
| Admin fee / account holder | $2,605 | $2,166+20.3% | $6,165-57.7% | - |