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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 | $641,858 | $140,578+356.6% | $100,671+537.6% | $125,389+411.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.36% | 24.67%-24.3pp | 20.43%-20.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $27,814 | $5,965+366.3% | $4,012+593.2% | $4,866+471.6% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,304 | $6,716+8.8% | $4,850+50.6% | $9,541-23.4% |