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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 | $332,633 | $77,816+327.5% | $123,552+169.2% | $64,173+418.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.66% | 12.49%-11.8pp | 119.20%-118.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $8,781 | $3,014+191.3% | $4,628+89.7% | $2,381+268.8% |
| Participant deferral / active EE | $17,178 | $5,240+227.8% | $6,426+167.3% | $3,470+395.1% |
| Admin fee / account holder | $130,169 | $5,519+2258.6% | $9,285+1302.0% | $4,887+2563.4% |