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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 | $285,044 | $117,895+141.8% | $102,460+178.2% | $145,897+95.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.59% | 31.92%-18.3pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,196 | $3,619-11.7% | $3,025+5.7% | $4,663-31.5% |
| Participant deferral / active EE | $9,019 | $5,736+57.2% | $5,056+78.4% | $6,689+34.8% |
| Admin fee / account holder | $23,122 | $13,353+73.2% | $9,460+144.4% | $13,390+72.7% |