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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 | $252,337 | $113,338+122.6% | $94,993+165.6% | $147,586+71.0% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 9.06% | 20.80%-11.7pp | 27.14%-18.1pp | 578.59%-569.5pp |
| Employer contribution / active EE | $4,188 | $3,160+32.5% | $2,603+60.9% | $4,876-14.1% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $347 | $6,063-94.3% | $4,960-93.0% | $10,886-96.8% |