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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 | $281,791 | $211,239+33.4% | $178,528+57.8% | $145,877+93.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.44% | 30.22%-5.8pp | 27.11%-2.7pp | 551.28%-526.8pp |
| Employer contribution / active EE | $3,238 | $4,570-29.2% | $3,950-18.0% | $4,663-30.6% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,501 | $12,095-21.4% | $10,419-8.8% | $13,402-29.1% |