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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 | $491,761 | $91,418+437.9% | $87,104+464.6% | - |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.9%-76.9pp | - |
| Annual return | 16.24% | 14.06%+2.2pp | 28.19%-12.0pp | - |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,521-100.0% | - |
| Participant deferral / active EE | $0 | $3,251-100.0% | $4,048-100.0% | - |
| Admin fee / account holder | $10,000 | $8,929+12.0% | $7,491+33.5% | - |