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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 | $393,545 | $104,694+275.9% | $85,709+359.2% | $167,536+134.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.03% | 21.45%-5.4pp | 21.49%-5.5pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,669 | $3,337-20.0% | $2,619+1.9% | $4,839-44.8% |
| Participant deferral / active EE | $9,244 | $4,826+91.6% | $3,924+135.6% | $6,342+45.8% |
| Admin fee / account holder | $9,799 | $10,035-2.3% | $6,876+42.5% | $12,315-20.4% |