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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 | $264,282 | $99,341+166.0% | $84,750+211.8% | $273,965-3.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.58% | 22.93%-18.3pp | 22.78%-18.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $10,686 | $4,214+153.6% | $3,574+199.0% | $4,869+119.5% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,547 | $6,644+43.7% | $5,332+79.0% | $10,132-5.8% |