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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 | $123,155+134.1% | $108,753+165.2% | $155,188+85.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.17% | 44.73%-27.6pp | 37.47%-20.3pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,946 | $2,811+4.8% | $2,427+21.4% | $4,248-30.6% |
| Participant deferral / active EE | $18,193 | $4,623+293.5% | $4,115+342.1% | $6,531+178.6% |
| Admin fee / account holder | $2,903 | $12,126-76.1% | $10,320-71.9% | $14,480-80.0% |