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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 | $520,953 | $104,251+399.7% | $91,004+472.5% | $147,586+253.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.71% | 27.06%-15.4pp | 4.60%+7.1pp | 578.59%-566.9pp |
| Employer contribution / active EE | $2,454 | $3,116-21.2% | $2,456-0.1% | $4,876-49.7% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,028 | $8,948-43.8% | $5,417-7.2% | $10,886-53.8% |