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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 | $346,243 | $117,444+194.8% | $99,479+248.1% | $152,909+126.4% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.5%+3.3pp |
| Annual return | 13.34% | 31.87%-18.5pp | 30.72%-17.4pp | 345.46%-332.1pp |
| Employer contribution / active EE | $4,286 | $3,014+42.2% | $2,540+68.7% | $4,764-10.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,020 | $7,635+162.2% | $6,253+220.2% | $11,601+72.6% |