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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 | $426,659 | $132,310+222.5% | $105,754+303.4% | $273,972+55.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.31% | 10.08%-0.8pp | 12.25%-2.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,411 | $4,867-50.5% | $4,079-40.9% | $4,869-50.5% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $760 | $12,036-93.7% | $8,309-90.9% | $10,133-92.5% |