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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 | $306,565 | $73,107+319.3% | $114,563+167.6% | $87,485+250.4% |
| Participation rate | 90.6% | 65.8%+24.8pp | 72.9%+17.7pp | 68.9%+21.7pp |
| Annual return | 16.41% | 19.47%-3.1pp | 241.09%-224.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $3,686 | $1,881+96.0% | $2,592+42.2% | $2,596+42.0% |
| Participant deferral / active EE | $12,000 | $3,144+281.7% | $4,142+189.7% | $4,274+180.8% |
| Admin fee / account holder | $9,421 | $5,770+63.3% | $7,623+23.6% | $7,775+21.2% |