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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 | $260,570 | $100,792+158.5% | $86,691+200.6% | $134,509+93.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 5.22% | 29.08%-23.9pp | 35.94%-30.7pp | 418.13%-412.9pp |
| Employer contribution / active EE | $5,612 | $3,491+60.8% | $2,837+97.8% | $4,741+18.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $54,562 | $10,924+399.5% | $7,492+628.3% | $11,427+377.5% |