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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 | $303,203 | $88,707+241.8% | $74,184+308.7% | $273,972+10.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.29% | 11.94%-6.6pp | 17.74%-12.4pp | 41.46%-36.2pp |
| Employer contribution / active EE | $3,161 | $3,1590% | $2,370+33.4% | $4,869-35.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,945 | $8,717-77.7% | $5,586-65.2% | $10,133-80.8% |