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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 | $352,398 | $100,811+249.6% | $86,698+306.5% | $134,545+161.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 20.60% | 29.11%-8.5pp | 35.96%-15.4pp | 418.37%-397.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,710 | $5,339+44.4% | $4,656+65.6% | $6,401+20.4% |
| Admin fee / account holder | $3,250 | $10,926-70.3% | $7,492-56.6% | $11,431-71.6% |