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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 | $266,481 | $105,929+151.6% | $81,926+225.3% | $158,950+67.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 18.86% | 38.19%-19.3pp | 29.49%-10.6pp | 302.91%-284.0pp |
| Employer contribution / active EE | $3,712 | $7,802-52.4% | $4,310-13.9% | $4,762-22.0% |
| Participant deferral / active EE | $13,165 | $13,007+1.2% | $7,108+85.2% | $5,983+120.1% |
| Admin fee / account holder | $3,242 | $8,492-61.8% | $5,159-37.1% | $11,248-71.2% |