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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 | $364,705 | $111,535+227.0% | $105,223+246.6% | $137,256+165.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 16.00% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,229 | $3,939-43.4% | $3,689-39.6% | $4,156-46.4% |
| Participant deferral / active EE | $12,645 | $5,500+129.9% | $5,072+149.3% | $6,407+97.4% |
| Admin fee / account holder | $46,887 | $9,721+382.3% | $8,859+429.3% | $12,270+282.1% |