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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 | $274,322 | $96,508+184.2% | $75,901+261.4% | $152,897+79.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 20.37% | 33.99%-13.6pp | 30.76%-10.4pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,529 | $3,310-53.8% | $2,501-38.9% | $4,764-67.9% |
| Participant deferral / active EE | $5,309 | $4,554+16.6% | $3,603+47.3% | $5,851-9.3% |
| Admin fee / account holder | $2,109 | $8,081-73.9% | $5,420-61.1% | $11,599-81.8% |