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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 | $251,786 | $135,956+85.2% | $123,894+103.2% | $273,972-8.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.58% | 56.63%-48.1pp | 47.52%-38.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,606 | $5,170-49.6% | $4,617-43.6% | $4,869-46.5% |
| Participant deferral / active EE | $4,911 | $6,343-22.6% | $5,984-17.9% | $5,287-7.1% |
| Admin fee / account holder | $50,806 | $9,817+417.5% | $8,357+507.9% | $10,133+401.4% |