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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 | $400,722 | $103,392+287.6% | $87,104+360.0% | $152,897+162.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.65% | 28.10%-5.4pp | 28.19%-5.5pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,691 | $3,221-16.5% | $2,521+6.7% | $4,764-43.5% |
| Participant deferral / active EE | $6,501 | $4,778+36.1% | $4,048+60.6% | $5,851+11.1% |
| Admin fee / account holder | $6,938 | $12,194-43.1% | $7,491-7.4% | $11,599-40.2% |