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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 | $370,357 | $111,814+231.2% | $103,378+258.3% | $145,978+153.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 32.29% | 24.80%+7.5pp | 24.91%+7.4pp | 550.52%-518.2pp |
| Employer contribution / active EE | $2,055 | $4,215-51.3% | $3,870-46.9% | $4,662-55.9% |
| Participant deferral / active EE | $11,470 | $5,618+104.2% | $5,058+126.8% | $6,690+71.5% |
| Admin fee / account holder | $1,826 | $9,764-81.3% | $8,401-78.3% | $13,400-86.4% |