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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 | $298,248 | $115,901+157.3% | $100,525+196.7% | $158,931+87.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.69% | 34.80%-12.1pp | 30.89%-8.2pp | 302.86%-280.2pp |
| Employer contribution / active EE | $2,403 | $4,104-41.4% | $3,418-29.7% | $4,761-49.5% |
| Participant deferral / active EE | $15,569 | $6,675+133.2% | $6,270+148.3% | $5,982+160.3% |
| Admin fee / account holder | $3,819 | $10,998-65.3% | $8,082-52.7% | $11,247-66.0% |