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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 | $321,765 | $124,330+158.8% | $109,173+194.7% | $167,536+92.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.27% | 26.04%-14.8pp | 25.75%-14.5pp | 478.82%-467.5pp |
| Employer contribution / active EE | $2,164 | $4,209-48.6% | $3,723-41.9% | $4,839-55.3% |
| Participant deferral / active EE | $6,017 | $5,256+14.5% | $4,654+29.3% | $6,342-5.1% |
| Admin fee / account holder | $7,494 | $7,974-6.0% | $6,755+10.9% | $12,315-39.1% |