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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 | $350,654-89.0% | $161,489-76.1% | - |
| Participation rate | 79.8% | 49.8%+30.0pp | 78.7%+1.1pp | - |
| Annual return | 7.93% | 7.72%+0.2pp | 89.72%-81.8pp | - |
| Employer contribution / active EE | $1,944 | $954+103.9% | $4,268-54.5% | - |
| Participant deferral / active EE | $4,395 | $1,899+131.5% | $5,630-21.9% | - |
| Admin fee / account holder | $3,461 | $106,898-96.8% | $16,006-78.4% | - |