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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 | $320,698 | $161,352+98.8% | $134,172+139.0% | $137,256+133.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.97% | 28.72%-10.7pp | 25.30%-7.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,128 | $4,099-48.1% | $3,420-37.8% | $4,156-48.8% |
| Participant deferral / active EE | $3,719 | $5,552-33.0% | $4,690-20.7% | $6,407-42.0% |
| Admin fee / account holder | $2,347 | $15,028-84.4% | $12,016-80.5% | $12,270-80.9% |