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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 | $288,366 | $124,980+130.7% | $108,359+166.1% | $154,746+86.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.17% | 45.00%-27.8pp | 36.89%-19.7pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,946 | $2,851+3.4% | $2,399+22.8% | $4,379-32.7% |
| Participant deferral / active EE | $18,193 | $4,743+283.6% | $4,137+339.8% | $6,730+170.3% |
| Admin fee / account holder | $2,903 | $11,502-74.8% | $9,741-70.2% | $14,365-79.8% |