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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 | $300,176 | $100,970+197.3% | $96,576+210.8% | $137,256+118.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.21% | 38.16%-25.0pp | 38.47%-25.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,984 | $8,286+56.7% | $7,956+63.2% | $6,407+102.7% |
| Admin fee / account holder | $56,707 | $11,312+401.3% | $11,381+398.3% | $12,270+362.2% |