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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 | $260,651 | $127,387+104.6% | $115,038+126.6% | $125,389+107.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.63% | 31.28%-28.7pp | 26.14%-23.5pp | 282.24%-279.6pp |
| Employer contribution / active EE | $2,876 | $5,166-44.3% | $4,608-37.6% | $4,866-40.9% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,182 | $9,516+70.0% | $8,175+97.9% | $9,541+69.6% |