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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 | $302,390 | $110,410+173.9% | $102,437+195.2% | $145,897+107.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.30% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,708 | $4,217-59.5% | $3,871-55.9% | $4,663-63.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,003 | $9,745+23.2% | $8,388+43.1% | $13,390-10.4% |