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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 | $451,668 | $87,166+418.2% | $76,735+488.6% | $137,256+229.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.00% | 26.50%-10.5pp | 29.77%-13.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $6,000 | $2,904+106.6% | $2,454+144.5% | $4,156+44.4% |
| Participant deferral / active EE | $31,000 | $4,726+555.9% | $4,088+658.3% | $6,407+383.9% |
| Admin fee / account holder | $3,544 | $8,403-57.8% | $7,189-50.7% | $12,270-71.1% |