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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 | $318,656 | $115,225+176.6% | $100,712+216.4% | $138,895+129.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.81% | 40.35%-24.5pp | 33.27%-17.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,367 | $2,771-50.7% | $2,313-40.9% | $4,194-67.4% |
| Participant deferral / active EE | $13,570 | $4,699+188.8% | $4,085+232.2% | $6,396+112.2% |
| Admin fee / account holder | $2,678 | $10,844-75.3% | $9,256-71.1% | $12,562-78.7% |