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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 | $276,333 | $124,346+122.2% | $111,308+148.3% | $167,536+64.9% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.3%+16.8pp | 82.1%+12.0pp |
| Annual return | 20.88% | 37.45%-16.6pp | 54.67%-33.8pp | 478.82%-457.9pp |
| Employer contribution / active EE | $1,334 | $3,437-61.2% | $2,732-51.2% | $4,839-72.4% |
| Participant deferral / active EE | $11,203 | $5,182+116.2% | $4,487+149.7% | $6,342+76.6% |
| Admin fee / account holder | $6,426 | $10,621-39.5% | $7,965-19.3% | $12,315-47.8% |