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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 | $310,024 | $93,346+232.1% | $71,796+331.8% | $273,972+13.2% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 83.0%+7.0pp |
| Annual return | 6.11% | 130.39%-124.3pp | 78.04%-71.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $5,107 | $2,733+86.8% | $1,924+165.4% | $4,869+4.9% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,847 | $6,571+34.7% | $4,815+83.8% | $10,133-12.7% |