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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 | $545,075 | $88,707+514.5% | $74,184+634.8% | $273,972+99.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.23% | 11.94%-5.7pp | 17.74%-11.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $5,689 | $3,159+80.1% | $2,370+140.0% | $4,869+16.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $25,375 | $8,717+191.1% | $5,586+354.3% | $10,133+150.4% |