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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 | $297,245 | $63,845+365.6% | $81,370+265.3% | $80,959+267.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 10.82% | 16.37%-5.6pp | 24.85%-14.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $12,589 | $1,980+535.9% | $2,464+410.9% | $2,757+356.6% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,470 | $5,688+13.7% | $5,749+12.5% | $6,925-6.6% |