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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 | $264,822 | $107,030+147.4% | $73,550+260.1% | $147,586+79.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.45% | 38.25%-21.8pp | -15.16%+31.6pp | 578.59%-562.1pp |
| Employer contribution / active EE | $7,820 | $1,760+344.2% | $1,219+541.4% | $4,876+60.4% |
| Participant deferral / active EE | $2,605 | $2,458+6.0% | $1,804+44.4% | $5,439-52.1% |
| Admin fee / account holder | $376 | $3,055-87.7% | $2,320-83.8% | $10,886-96.5% |