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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 | $308,076 | $103,393+198.0% | $87,103+253.7% | $152,909+101.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.72% | 28.10%-13.4pp | 28.19%-13.5pp | 345.46%-330.7pp |
| Employer contribution / active EE | $3,231 | $3,221+0.3% | $2,521+28.2% | $4,764-32.2% |
| Participant deferral / active EE | $7,549 | $4,778+58.0% | $4,049+86.5% | $5,851+29.0% |
| Admin fee / account holder | $6,967 | $12,195-42.9% | $7,491-7.0% | $11,601-39.9% |