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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 | $251,984 | $106,280+137.1% | $96,538+161.0% | $139,487+80.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.02% | 38.48%-16.5pp | 35.74%-13.7pp | 373.84%-351.8pp |
| Employer contribution / active EE | $2,777 | $4,107-32.4% | $3,740-25.8% | $4,755-41.6% |
| Participant deferral / active EE | $6,020 | $5,457+10.3% | $4,880+23.3% | $6,713-10.3% |
| Admin fee / account holder | $84,388 | $7,888+969.8% | $6,737+1152.5% | $11,407+639.8% |