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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 | $388,207 | $124,980+210.6% | $108,359+258.3% | $154,746+150.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.89% | 45.00%-31.1pp | 36.89%-23.0pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,901 | $2,851-33.3% | $2,399-20.8% | $4,379-56.6% |
| Participant deferral / active EE | $7,128 | $4,743+50.3% | $4,137+72.3% | $6,730+5.9% |
| Admin fee / account holder | $3,142 | $11,502-72.7% | $9,741-67.7% | $14,365-78.1% |