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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 | $299,993 | $161,352+85.9% | $134,172+123.6% | $137,256+118.6% |
| Participation rate | 76.2% | 78.3%-2.1pp | 72.5%+3.7pp | 80.0%-3.8pp |
| Annual return | 21.78% | 28.72%-6.9pp | 25.30%-3.5pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,542 | $5,552+107.9% | $4,690+146.1% | $6,407+80.1% |
| Admin fee / account holder | $21,668 | $15,028+44.2% | $12,016+80.3% | $12,270+76.6% |