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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 | $309,157 | $152,460+102.8% | $118,746+160.4% | $147,586+109.5% |
| Participation rate | 76.9% | 82.3%-5.3pp | 78.3%-1.4pp | 82.8%-5.9pp |
| Annual return | 12.78% | 17.41%-4.6pp | 24.54%-11.8pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,532 | $5,046-69.6% | $4,193-63.4% | $4,876-68.6% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,207 | $16,953-16.2% | $10,720+32.5% | $10,886+30.5% |