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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 | $271,170 | $127,387+112.9% | $115,038+135.7% | $125,389+116.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.29% | 31.28%-31.0pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,279 | $5,166-55.9% | $4,608-50.5% | $4,866-53.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,769 | $9,516-70.9% | $8,175-66.1% | $9,541-71.0% |