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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 | $305,747 | $88,707+244.7% | $74,184+312.1% | $273,972+11.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.09% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.4pp |
| Employer contribution / active EE | $25,791 | $3,159+716.3% | $2,370+988.2% | $4,869+429.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,992 | $8,717-65.7% | $5,586-46.4% | $10,133-70.5% |