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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 | $545,190 | $211,946+157.2% | $169,452+221.7% | $135,380+302.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.40% | 3.26%-3.7pp | 1.83%-2.2pp | 519.81%-520.2pp |
| Employer contribution / active EE | $7,742 | $5,117+51.3% | $4,157+86.2% | $4,779+62.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,045 | $11,472-90.9% | $9,110-88.5% | $10,828-90.3% |