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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 | $124,980+248.9% | $108,359+302.4% | $154,746+181.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.84% | 45.00%-32.2pp | 36.89%-24.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,605 | $4,743+144.7% | $4,137+180.5% | $6,730+72.4% |
| Admin fee / account holder | $2,953 | $11,502-74.3% | $9,741-69.7% | $14,365-79.4% |