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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 | $324,136 | $139,948+131.6% | $121,663+166.4% | $154,746+109.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.07% | 230.52%-214.4pp | 147.54%-131.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $9,801 | $3,521+178.4% | $3,020+224.5% | $4,379+123.8% |
| Participant deferral / active EE | $5,881 | $5,629+4.5% | $4,887+20.3% | $6,730-12.6% |
| Admin fee / account holder | $2,369 | $17,321-86.3% | $14,289-83.4% | $14,365-83.5% |