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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 | $268,704 | $100,811+166.5% | $86,698+209.9% | $134,545+99.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 5.39% | 29.11%-23.7pp | 35.96%-30.6pp | 418.37%-413.0pp |
| Employer contribution / active EE | $5,637 | $3,490+61.5% | $2,837+98.7% | $4,742+18.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,795 | $10,926-83.6% | $7,492-76.0% | $11,431-84.3% |