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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 | $254,092 | $104,650+142.8% | $83,854+203.0% | $155,188+63.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 14.79% | 28.97%-14.2pp | 31.39%-16.6pp | 148.84%-134.1pp |
| Employer contribution / active EE | $8,870 | $1,196+641.4% | $1,017+772.0% | $4,248+108.8% |
| Participant deferral / active EE | $13,650 | $2,367+476.6% | $2,035+570.7% | $6,531+109.0% |
| Admin fee / account holder | $4,426 | $3,518+25.8% | $3,197+38.5% | $14,480-69.4% |