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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 | $267,868 | $176,786+51.5% | $146,643+82.7% | $167,536+59.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 29.01% | 24.04%+5.0pp | 22.75%+6.3pp | 478.82%-449.8pp |
| Employer contribution / active EE | $2,778 | $5,161-46.2% | $4,137-32.9% | $4,839-42.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,117 | $13,262-61.4% | $10,280-50.2% | $12,315-58.4% |