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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 | $358,629 | $87,166+311.4% | $76,735+367.4% | $137,256+161.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.31% | 26.50%-10.2pp | 29.77%-13.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,522 | $2,904-13.2% | $2,454+2.7% | $4,156-39.3% |
| Participant deferral / active EE | $2,522 | $4,726-46.6% | $4,088-38.3% | $6,407-60.6% |
| Admin fee / account holder | $27,635 | $8,403+228.9% | $7,189+284.4% | $12,270+125.2% |