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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 | $735,360 | $158,827+363.0% | $121,208+506.7% | $135,382+443.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 9.61% | -0.64%+10.2pp | 16.93%-7.3pp | 519.77%-510.2pp |
| Employer contribution / active EE | $4,433 | $5,666-21.8% | $4,023+10.2% | $4,779-7.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,846 | $6,514-71.7% | $5,020-63.2% | $10,829-83.0% |