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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 | $533,535 | $147,594+261.5% | $121,871+337.8% | $198,609+168.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 10.18% | 12.94%-2.8pp | 13.57%-3.4pp | 202.70%-192.5pp |
| Employer contribution / active EE | $15,696 | $3,007+422.0% | $2,731+474.7% | $5,055+210.5% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,623 | $15,134-69.5% | $11,551-60.0% | $19,030-75.7% |