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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 | $371,629 | $127,386+191.7% | $115,037+223.1% | $125,393+196.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.14% | 31.28%-29.1pp | 26.14%-24.0pp | 282.23%-280.1pp |
| Employer contribution / active EE | $7,750 | $5,166+50.0% | $4,608+68.2% | $4,866+59.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $481 | $9,516-94.9% | $8,175-94.1% | $9,541-95.0% |