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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 | $331,967-88.4% | $158,223-75.6% | - |
| Participation rate | 79.8% | 50.0%+29.8pp | 79.2%+0.6pp | - |
| Annual return | 7.93% | 9.74%-1.8pp | 52.09%-44.2pp | - |
| Employer contribution / active EE | $1,944 | $996+95.2% | $4,109-52.7% | - |
| Participant deferral / active EE | $4,395 | $1,868+135.3% | $5,467-19.6% | - |
| Admin fee / account holder | $3,461 | $145,493-97.6% | $16,047-78.4% | - |