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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 | $336,298 | $98,240+242.3% | $82,312+308.6% | $147,586+127.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.26% | 30.85%-20.6pp | 25.88%-15.6pp | 578.59%-568.3pp |
| Employer contribution / active EE | $3,161 | $3,192-1.0% | $2,428+30.2% | $4,876-35.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,268 | $8,563-61.8% | $5,608-41.7% | $10,886-70.0% |