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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 | $279,431 | $85,060+228.5% | $70,548+296.1% | $139,456+100.4% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 13.82% | 30.38%-16.6pp | 32.78%-19.0pp | 373.45%-359.6pp |
| Employer contribution / active EE | $2,897 | $3,911-25.9% | $2,975-2.6% | $4,753-39.0% |
| Participant deferral / active EE | $20,827 | $5,890+253.6% | $4,567+356.0% | $6,711+210.3% |
| Admin fee / account holder | $727 | $8,925-91.9% | $6,424-88.7% | $11,407-93.6% |