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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 | $271,003 | $83,337+225.2% | $67,834+299.5% | $273,972-1.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.58% | 259.45%-253.9pp | 138.47%-132.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $16,447 | $3,287+400.3% | $2,403+584.3% | $4,869+237.8% |
| Participant deferral / active EE | $2,131 | $4,088-47.9% | $3,160-32.6% | $5,287-59.7% |
| Admin fee / account holder | $6,508 | $6,752-3.6% | $4,622+40.8% | $10,133-35.8% |