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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 | $432,847 | $107,809+301.5% | $97,032+346.1% | $155,188+178.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 12.53% | 38.06%-25.5pp | 35.38%-22.8pp | 148.84%-136.3pp |
| Employer contribution / active EE | $1,306 | $2,911-55.1% | $2,629-50.3% | $4,248-69.3% |
| Participant deferral / active EE | $10,395 | $5,129+102.6% | $4,672+122.5% | $6,531+59.2% |
| Admin fee / account holder | $14,927 | $10,717+39.3% | $9,418+58.5% | $14,480+3.1% |