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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 | $600,329 | $91,911+553.2% | $68,793+772.7% | $135,382+343.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 2.94% | -8.22%+11.2pp | -4.63%+7.6pp | 519.77%-516.8pp |
| Employer contribution / active EE | $10,992 | $3,924+180.2% | $2,625+318.7% | $4,779+130.0% |
| Participant deferral / active EE | $24,500 | $4,315+467.8% | $3,311+639.9% | $5,609+336.8% |
| Admin fee / account holder | $13,631 | $9,240+47.5% | $5,131+165.7% | $10,829+25.9% |