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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 | $112,729+155.8% | $98,716+192.1% | $137,256+110.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.17% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,946 | $2,725+8.1% | $2,279+29.3% | $4,156-29.1% |
| Participant deferral / active EE | $18,193 | $4,640+292.1% | $4,048+349.5% | $6,407+184.0% |
| Admin fee / account holder | $2,903 | $10,129-71.3% | $8,703-66.6% | $12,270-76.3% |