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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 | $580,978 | $74,879,922-99.2% | $40,145,923-98.6% | $273,972+112.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 8.80% | 2.55%+6.3pp | 5.24%+3.6pp | 41.46%-32.7pp |
| Employer contribution / active EE | $16,667 | $2,350+609.2% | $1,844+803.9% | $4,869+242.3% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $2,591-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,795 | $3,725+109.3% | $2,903+168.5% | $10,133-23.1% |