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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 | $672,483 | $167,362+301.8% | $143,799+367.7% | $134,532+399.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.54% | 0.47%+0.1pp | -0.04%+0.6pp | 418.27%-417.7pp |
| Employer contribution / active EE | $13,422 | $5,620+138.8% | $4,952+171.0% | $4,741+183.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $42,370 | $18,094+134.2% | $14,677+188.7% | $11,429+270.7% |