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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 | $326,881 | $107,733+203.4% | $92,985+251.5% | $154,746+111.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 15.24% | 30.39%-15.2pp | 27.99%-12.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $6,750 | $3,126+115.9% | $2,662+153.6% | $4,379+54.1% |
| Participant deferral / active EE | $27,000 | $5,053+434.3% | $4,377+516.9% | $6,730+301.2% |
| Admin fee / account holder | $1,474 | $11,369-87.0% | $9,463-84.4% | $14,365-89.7% |