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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 | $296,685 | $99,345+198.6% | $84,753+250.1% | $273,972+8.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.91% | 22.93%-17.0pp | 22.78%-16.9pp | 41.46%-35.5pp |
| Employer contribution / active EE | $13,921 | $4,214+230.3% | $3,574+289.4% | $4,869+185.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,011 | $6,645-69.7% | $5,333-62.3% | $10,133-80.2% |