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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 | $361,356 | $117,895+206.5% | $102,460+252.7% | $145,897+147.7% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 23.22% | 31.92%-8.7pp | 29.47%-6.2pp | 552.29%-529.1pp |
| Employer contribution / active EE | $33,043 | $3,619+813.1% | $3,025+992.3% | $4,663+608.7% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,804 | $13,353-71.5% | $9,460-59.8% | $13,390-71.6% |