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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 | $174,018+120.9% | $136,833+181.0% | $198,609+93.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 13.57% | 35.16%-21.6pp | 35.32%-21.7pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,475 | $1,571+57.5% | $1,319+87.7% | $5,055-51.1% |
| Participant deferral / active EE | $5,195 | $2,873+80.8% | $2,441+112.8% | $6,977-25.5% |
| Admin fee / account holder | $2,499 | $5,434-54.0% | $4,706-46.9% | $19,030-86.9% |