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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 | $384,268 | $161,352+138.2% | $134,172+186.4% | $137,256+180.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.51% | 28.72%-16.2pp | 25.30%-12.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $807 | $4,099-80.3% | $3,420-76.4% | $4,156-80.6% |
| Participant deferral / active EE | $24,380 | $5,552+339.1% | $4,690+419.8% | $6,407+280.5% |
| Admin fee / account holder | $1,000 | $15,028-93.3% | $12,016-91.7% | $12,270-91.9% |