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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 | $385,172 | $111,814+244.5% | $103,378+272.6% | $145,978+163.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.36% | 24.80%-13.4pp | 24.91%-13.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $8,039 | $4,215+90.7% | $3,870+107.7% | $4,662+72.4% |
| Participant deferral / active EE | $5,590 | $5,618-0.5% | $5,058+10.5% | $6,690-16.4% |
| Admin fee / account holder | $5,583 | $9,764-42.8% | $8,401-33.5% | $13,400-58.3% |