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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 | $347,796 | $123,155+182.4% | $108,753+219.8% | $155,188+124.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.55% | 44.73%-33.2pp | 37.47%-25.9pp | 148.84%-137.3pp |
| Employer contribution / active EE | $1,200 | $2,811-57.3% | $2,427-50.5% | $4,248-71.7% |
| Participant deferral / active EE | $7,340 | $4,623+58.8% | $4,115+78.4% | $6,531+12.4% |
| Admin fee / account holder | $3,768 | $12,126-68.9% | $10,320-63.5% | $14,480-74.0% |