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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 | $571,473 | $152,460+274.8% | $118,746+381.3% | $147,586+287.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 12.36% | 17.41%-5.1pp | 24.54%-12.2pp | 578.59%-566.2pp |
| Employer contribution / active EE | $2,872 | $5,046-43.1% | $4,193-31.5% | $4,876-41.1% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,690 | $16,953-60.5% | $10,720-37.6% | $10,886-38.5% |