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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 | $384,472 | $94,439+307.1% | $73,658+422.0% | $154,746+148.5% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 13.57% | 28.25%-14.7pp | 29.72%-16.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,475 | $1,257+96.8% | $1,032+139.7% | $4,379-43.5% |
| Participant deferral / active EE | $5,195 | $2,527+105.6% | $2,062+152.0% | $6,730-22.8% |
| Admin fee / account holder | $2,499 | $3,843-35.0% | $3,357-25.6% | $14,365-82.6% |