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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 | $345,302 | $117,846+193.0% | $102,434+237.1% | $145,884+136.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.23% | 31.90%-14.7pp | 29.46%-12.2pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,053 | $3,615-70.9% | $3,023-65.2% | $4,662-77.4% |
| Participant deferral / active EE | $3,759 | $5,733-34.4% | $5,055-25.6% | $6,690-43.8% |
| Admin fee / account holder | $7,731 | $13,356-42.1% | $9,462-18.3% | $13,392-42.3% |