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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 | $253,078 | $127,387+98.7% | $115,038+120.0% | $125,389+101.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.58% | 31.28%-29.7pp | 26.14%-24.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $3,634 | $5,166-29.7% | $4,608-21.1% | $4,866-25.3% |
| Participant deferral / active EE | $13,129 | $6,423+104.4% | $6,026+117.8% | $5,352+145.3% |
| Admin fee / account holder | $371 | $9,516-96.1% | $8,175-95.5% | $9,541-96.1% |