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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 | $298,763 | $107,809+177.1% | $97,032+207.9% | $155,188+92.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 13.80% | 38.06%-24.3pp | 35.38%-21.6pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,815 | $2,911-3.3% | $2,629+7.1% | $4,248-33.7% |
| Participant deferral / active EE | $13,291 | $5,129+159.1% | $4,672+184.5% | $6,531+103.5% |
| Admin fee / account holder | $1,541 | $10,717-85.6% | $9,418-83.6% | $14,480-89.4% |