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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 | $460,960 | $176,838+160.7% | $146,685+214.3% | $167,518+175.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.70% | 24.04%-10.3pp | 22.75%-9.0pp | 478.71%-465.0pp |
| Employer contribution / active EE | $1,428 | $5,161-72.3% | $4,137-65.5% | $4,838-70.5% |
| Participant deferral / active EE | $3,303 | $6,441-48.7% | $5,507-40.0% | $6,342-47.9% |
| Admin fee / account holder | $5,800 | $13,262-56.3% | $10,281-43.6% | $12,312-52.9% |