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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 | $363,954 | $167,353+117.5% | $143,797+153.1% | $134,545+170.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 5.08% | 0.48%+4.6pp | -0.04%+5.1pp | 418.37%-413.3pp |
| Employer contribution / active EE | $3,217 | $5,620-42.8% | $4,952-35.0% | $4,742-32.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,430 | $18,096-3.7% | $14,679+18.7% | $11,431+52.5% |