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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 | $251,990 | $107,809+133.7% | $97,032+159.7% | $155,188+62.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.09% | 38.06%-18.0pp | 35.38%-15.3pp | 148.84%-128.7pp |
| Employer contribution / active EE | $12,769 | $2,911+338.6% | $2,629+385.7% | $4,248+200.6% |
| Participant deferral / active EE | $5,970 | $5,129+16.4% | $4,672+27.8% | $6,531-8.6% |
| Admin fee / account holder | $2,509 | $10,717-76.6% | $9,418-73.4% | $14,480-82.7% |