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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 | $405,622 | $167,522+142.1% | $151,639+167.5% | $134,532+201.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.26% | 7.81%-11.1pp | 3.34%-6.6pp | 418.27%-421.5pp |
| Employer contribution / active EE | $26,180 | $6,828+283.4% | $6,165+324.7% | $4,741+452.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,603 | $13,780-15.8% | $11,613-0.1% | $11,429+1.5% |