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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 | $280,209 | $113,338+147.2% | $94,993+195.0% | $147,586+89.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.51% | 20.80%-3.3pp | 27.14%-9.6pp | 578.59%-561.1pp |
| Employer contribution / active EE | $2,954 | $3,160-6.5% | $2,603+13.5% | $4,876-39.4% |
| Participant deferral / active EE | $16,941 | $3,777+348.5% | $3,317+410.7% | $5,439+211.5% |
| Admin fee / account holder | $28,034 | $6,063+362.4% | $4,960+465.2% | $10,886+157.5% |