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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 | $278,056 | $87,546+217.6% | $75,784+266.9% | $125,389+121.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.01% | 13.49%-12.5pp | 9.68%-8.7pp | 282.24%-281.2pp |
| Employer contribution / active EE | $15,964 | $3,930+306.2% | $3,323+380.3% | $4,866+228.1% |
| Participant deferral / active EE | $7,545 | $4,230+78.4% | $3,652+106.6% | $5,352+41.0% |
| Admin fee / account holder | $2,139 | $6,503-67.1% | $5,300-59.6% | $9,541-77.6% |