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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 | $63,703+381.2% | $93,063+229.4% | $82,448+271.8% |
| Participation rate | 90.6% | 63.8%+26.8pp | 72.1%+18.5pp | 68.1%+22.6pp |
| Annual return | 16.41% | -775.43%+791.8pp | 34.15%-17.7pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3,686 | $1,729+113.3% | $2,476+48.9% | $2,551+44.5% |
| Participant deferral / active EE | $12,000 | $2,919+311.1% | $3,958+203.2% | $4,139+189.9% |
| Admin fee / account holder | $9,421 | $5,982+57.5% | $6,033+56.1% | $7,234+30.2% |