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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 | $292,039 | $110,379+164.6% | $102,412+185.2% | $145,884+100.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.06% | 24.84%-3.8pp | 24.94%-3.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $8,565 | $4,216+103.1% | $3,870+121.3% | $4,662+83.7% |
| Participant deferral / active EE | $12,885 | $5,622+129.2% | $5,060+154.6% | $6,690+92.6% |
| Admin fee / account holder | $2,905 | $9,745-70.2% | $8,388-65.4% | $13,392-78.3% |