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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 | $546,379 | $167,504+226.2% | $151,628+260.3% | $134,509+306.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 9.76% | 7.81%+1.9pp | 3.34%+6.4pp | 418.13%-408.4pp |
| Employer contribution / active EE | $13,532 | $6,828+98.2% | $6,165+119.5% | $4,741+185.5% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,157 | $13,779-40.8% | $11,613-29.8% | $11,427-28.6% |