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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 | $320,207 | $107,421+198.1% | $182,262+75.7% | $94,015+240.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 15.48% | 21.32%-5.8pp | 140.60%-125.1pp | 17.84%-2.4pp |
| Employer contribution / active EE | $8,532 | $3,448+147.5% | $5,046+69.1% | $2,790+205.8% |
| Participant deferral / active EE | $6,587 | $6,558+0.4% | $8,276-20.4% | $4,249+55.0% |
| Admin fee / account holder | $4,987 | $8,692-42.6% | $16,712-70.2% | $8,951-44.3% |