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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 | $254,286 | $106,524+138.7% | $152,301+67.0% | $87,485+190.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.46% | 26.89%-8.4pp | 80.50%-62.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $10,974 | $3,371+225.5% | $4,624+137.3% | $2,596+322.7% |
| Participant deferral / active EE | $19,039 | $6,525+191.8% | $8,004+137.9% | $4,274+345.5% |
| Admin fee / account holder | $1,540 | $8,287-81.4% | $14,398-89.3% | $7,775-80.2% |