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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 | $376,828 | $127,387+195.8% | $115,038+227.6% | $125,389+200.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.07% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,900 | $5,166-63.2% | $4,608-58.8% | $4,866-61.0% |
| Participant deferral / active EE | $4,365 | $6,423-32.0% | $6,026-27.6% | $5,352-18.4% |
| Admin fee / account holder | $6,400 | $9,516-32.7% | $8,175-21.7% | $9,541-32.9% |