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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 | $263,833 | $105,623+149.8% | $87,502+201.5% | $273,972-3.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.07% | 12.26%-6.2pp | 12.21%-6.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $10,259 | $3,141+226.7% | $2,550+302.4% | $4,869+110.7% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,299 | $4,781-31.0% | $4,221-21.8% | $10,133-67.4% |