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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 | $349,917 | $184,014+90.2% | $161,149+117.1% | $138,895+151.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.81% | 21.52%-6.7pp | 21.16%-6.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,699 | $5,055-46.6% | $4,360-38.1% | $4,194-35.6% |
| Participant deferral / active EE | $14,093 | $6,909+104.0% | $6,153+129.0% | $6,396+120.3% |
| Admin fee / account holder | $10,393 | $18,027-42.3% | $15,194-31.6% | $12,562-17.3% |