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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 | $384,820 | $211,288+82.1% | $178,540+115.5% | $145,884+163.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.00% | 30.27%-18.3pp | 27.15%-15.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,372 | $4,574-48.1% | $3,953-40.0% | $4,662-49.1% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,398 | $12,105-80.2% | $10,424-77.0% | $13,392-82.1% |