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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 | $292,552 | $105,929+176.2% | $81,926+257.1% | $158,950+84.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 5.66% | 38.19%-32.5pp | 29.49%-23.8pp | 302.91%-297.3pp |
| Employer contribution / active EE | $2,837 | $7,802-63.6% | $4,310-34.2% | $4,762-40.4% |
| Participant deferral / active EE | $8,125 | $13,007-37.5% | $7,108+14.3% | $5,983+35.8% |
| Admin fee / account holder | $1,862 | $8,492-78.1% | $5,159-63.9% | $11,248-83.4% |