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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 | $389,335 | $101,618+283.1% | $93,063+318.4% | $137,256+183.7% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 15.13% | 223.95%-208.8pp | 34.15%-19.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,742 | $2,707-35.7% | $2,476-29.6% | $4,156-58.1% |
| Participant deferral / active EE | $1,271 | $4,279-70.3% | $3,958-67.9% | $6,407-80.2% |
| Admin fee / account holder | $28,483 | $6,198+359.5% | $6,033+372.1% | $12,270+132.1% |