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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 | $349,962 | $94,439+270.6% | $73,658+375.1% | $154,746+126.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 4.43% | 28.25%-23.8pp | 29.72%-25.3pp | 172.34%-167.9pp |
| Employer contribution / active EE | $5,000 | $1,257+297.7% | $1,032+384.3% | $4,379+14.2% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,789 | $3,843+102.7% | $3,357+132.0% | $14,365-45.8% |