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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 | $38,614 | $335,055-88.5% | $150,298-74.3% | - |
| Participation rate | 79.8% | 50.7%+29.1pp | 77.8%+2.0pp | - |
| Annual return | 7.93% | 11.52%-3.6pp | 62.79%-54.9pp | - |
| Employer contribution / active EE | $1,944 | $931+108.8% | $4,154-53.2% | - |
| Participant deferral / active EE | $4,395 | $1,801+144.1% | $5,453-19.4% | - |
| Admin fee / account holder | $3,461 | $66,580-94.8% | $14,116-75.5% | - |