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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 | $254,927 | $110,337+131.0% | $102,383+149.0% | $145,877+74.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.44% | 24.83%-10.4pp | 24.94%-10.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $3,120 | $4,216-26.0% | $3,870-19.4% | $4,663-33.1% |
| Participant deferral / active EE | $30,000 | $5,621+433.7% | $5,060+492.9% | $6,691+348.4% |
| Admin fee / account holder | $8,723 | $9,750-10.5% | $8,391+4.0% | $13,402-34.9% |