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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 | $288,394 | $135,956+112.1% | $123,894+132.8% | $273,972+5.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.53% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $21,914 | $5,170+323.9% | $4,617+374.7% | $4,869+350.1% |
| Participant deferral / active EE | $13,179 | $6,343+107.8% | $5,984+120.2% | $5,287+149.3% |
| Admin fee / account holder | $2,899 | $9,817-70.5% | $8,357-65.3% | $10,133-71.4% |