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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 | $563,229 | $212,777+164.7% | $173,703+224.2% | $198,609+183.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 13.59% | 18.82%-5.2pp | 17.46%-3.9pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,849 | $5,214-45.3% | $4,288-33.5% | $5,055-43.6% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,339 | $19,536-72.7% | $15,562-65.7% | $19,030-71.9% |