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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 | $310,083 | $85,060+264.5% | $70,565+339.4% | $139,487+122.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.73% | 30.39%-17.7pp | 32.79%-20.1pp | 373.84%-361.1pp |
| Employer contribution / active EE | $4,117 | $3,912+5.2% | $2,976+38.3% | $4,755-13.4% |
| Participant deferral / active EE | $16,141 | $5,891+174.0% | $4,568+253.3% | $6,713+140.5% |
| Admin fee / account holder | $2,661 | $8,932-70.2% | $6,430-58.6% | $11,407-76.7% |