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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 | $331,949 | $161,352+105.7% | $134,172+147.4% | $137,256+141.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.54% | 28.72%-15.2pp | 25.30%-11.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $6,442 | $4,099+57.2% | $3,420+88.4% | $4,156+55.0% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $23,203 | $15,028+54.4% | $12,016+93.1% | $12,270+89.1% |