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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 | $387,766 | $103,164+275.9% | $90,259+329.6% | $154,746+150.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 13.51% | 19.25%-5.7pp | 18.88%-5.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $3,524 | $2,532+39.2% | $2,291+53.8% | $4,379-19.5% |
| Participant deferral / active EE | $8,516 | $4,422+92.6% | $3,827+122.5% | $6,730+26.5% |
| Admin fee / account holder | $1,850 | $8,593-78.5% | $7,267-74.5% | $14,365-87.1% |