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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 | $276,026 | $104,251+164.8% | $91,004+203.3% | $147,585+87.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.48% | 27.06%-16.6pp | 4.60%+5.9pp | 578.57%-568.1pp |
| Employer contribution / active EE | $2,651 | $3,116-14.9% | $2,456+8.0% | $4,876-45.6% |
| Participant deferral / active EE | $15,867 | $4,195+278.2% | $3,548+347.3% | $5,439+191.7% |
| Admin fee / account holder | $977 | $8,948-89.1% | $5,417-82.0% | $10,885-91.0% |