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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 | $289,627 | $427,974-32.3% | $412,440-29.8% | $474,542-39.0% |
| Participation rate | 100.0% | 87.7%+12.3pp | 85.4%+14.6pp | 87.2%+12.8pp |
| Annual return | 6.25% | 8.97%-2.7pp | 8.58%-2.3pp | 7.51%-1.3pp |
| Employer contribution / active EE | $0 | $18,215-100.0% | $19,314-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $0 | $8,480-100.0% | $8,006-100.0% | $6,403-100.0% |
| Admin fee / account holder | $538 | $6,137-91.2% | $6,403-91.6% | $6,133-91.2% |