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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,682 | $59,804+356.0% | $81,982+232.6% | $79,856+241.5% |
| Participation rate | 95.7% | 61.6%+34.1pp | 69.3%+26.5pp | 69.6%+26.1pp |
| Annual return | 11.61% | 17.56%-5.9pp | 41.31%-29.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $7,924 | $1,713+362.5% | $2,498+217.2% | $2,471+220.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,616 | $4,288-39.0% | $5,665-53.8% | $5,306-50.7% |