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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 | $291,291 | $106,749+172.9% | $145,433+100.3% | $82,448+253.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.46% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $8,622 | $3,444+150.3% | $4,554+89.3% | $2,551+238.0% |
| Participant deferral / active EE | $5,550 | $6,519-14.9% | $7,897-29.7% | $4,139+34.1% |
| Admin fee / account holder | $1,530 | $8,390-81.8% | $13,129-88.3% | $7,234-78.9% |