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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 | $270,212 | $104,694+158.1% | $85,709+215.3% | $167,536+61.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 26.96% | 21.45%+5.5pp | 21.49%+5.5pp | 478.82%-451.9pp |
| Employer contribution / active EE | $1,717 | $3,337-48.5% | $2,619-34.4% | $4,839-64.5% |
| Participant deferral / active EE | $4,928 | $4,826+2.1% | $3,924+25.6% | $6,342-22.3% |
| Admin fee / account holder | $5,662 | $10,035-43.6% | $6,876-17.7% | $12,315-54.0% |