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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 | $296,901 | $91,037+226.1% | $71,671+314.3% | $147,585+101.2% |
| Participation rate | 78.6% | 76.1%+2.4pp | 68.7%+9.8pp | 82.8%-4.3pp |
| Annual return | 28.15% | 20.48%+7.7pp | 20.65%+7.5pp | 578.57%-550.4pp |
| Employer contribution / active EE | $3,576 | $3,327+7.5% | $2,460+45.4% | $4,876-26.7% |
| Participant deferral / active EE | $5,803 | $4,498+29.0% | $3,438+68.8% | $5,439+6.7% |
| Admin fee / account holder | $445 | $8,613-94.8% | $5,558-92.0% | $10,885-95.9% |