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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 | $431,631 | $113,941+278.8% | $94,229+358.1% | $125,389+244.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.07% | 5.29%-5.2pp | 10.68%-10.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $14,392 | $4,727+204.5% | $3,587+301.2% | $4,866+195.8% |
| Participant deferral / active EE | $9,996 | $5,179+93.0% | $4,320+131.4% | $5,352+86.8% |
| Admin fee / account holder | $16,637 | $8,392+98.3% | $6,269+165.4% | $9,541+74.4% |