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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 | $315,826 | $123,155+156.4% | $108,753+190.4% | $155,188+103.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.96% | 44.73%-33.8pp | 37.47%-26.5pp | 148.84%-137.9pp |
| Employer contribution / active EE | $5,793 | $2,811+106.1% | $2,427+138.7% | $4,248+36.4% |
| Participant deferral / active EE | $9,822 | $4,623+112.4% | $4,115+138.7% | $6,531+50.4% |
| Admin fee / account holder | $3,698 | $12,126-69.5% | $10,320-64.2% | $14,480-74.5% |