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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 | $269,255 | $136,307+97.5% | $106,619+152.5% | $273,972-1.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.60% | 11.05%-6.4pp | 9.42%-4.8pp | 41.46%-36.9pp |
| Employer contribution / active EE | $8,333 | $5,190+60.6% | $3,947+111.1% | $4,869+71.2% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,919 | $8,625-77.8% | $6,418-70.1% | $10,133-81.1% |