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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 | $359,366 | $151,427+137.3% | $112,860+218.4% | $154,746+132.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 13.27% | 30.95%-17.7pp | 35.26%-22.0pp | 172.34%-159.1pp |
| Employer contribution / active EE | $5,833 | $2,750+112.2% | $2,206+164.4% | $4,379+33.2% |
| Participant deferral / active EE | $0 | $4,285-100.0% | $3,493-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,073 | $7,369-31.2% | $6,841-25.8% | $14,365-64.7% |