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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 | $436,014 | $112,729+286.8% | $98,716+341.7% | $137,256+217.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.84% | 38.48%-25.6pp | 31.81%-19.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,605 | $4,640+150.1% | $4,048+186.7% | $6,407+81.1% |
| Admin fee / account holder | $2,953 | $10,129-70.8% | $8,703-66.1% | $12,270-75.9% |