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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 | $330,947 | $126,661+161.3% | $113,397+191.8% | $138,895+138.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 16.39% | 25.05%-8.7pp | 23.20%-6.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $26,896 | $5,693+372.5% | $5,076+429.8% | $6,396+320.5% |
| Admin fee / account holder | $60,007 | $14,549+312.4% | $11,957+401.9% | $12,562+377.7% |