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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 | $313,779 | $138,312+126.9% | $122,979+155.1% | $155,188+102.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.90% | 22.06%-8.2pp | 20.12%-6.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $47,014 | $3,530+1231.7% | $3,062+1435.2% | $4,248+1006.8% |
| Participant deferral / active EE | $30,000 | $5,592+436.4% | $5,003+499.6% | $6,531+359.3% |
| Admin fee / account holder | $6,242 | $15,089-58.6% | $12,864-51.5% | $14,480-56.9% |