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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 | $284,022 | $117,426+141.9% | $99,470+185.5% | $152,885+85.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 12.37% | 31.87%-19.5pp | 30.72%-18.3pp | 345.39%-333.0pp |
| Employer contribution / active EE | $769 | $3,014-74.5% | $2,540-69.7% | $4,763-83.9% |
| Participant deferral / active EE | $3,199 | $4,086-21.7% | $3,619-11.6% | $5,851-45.3% |
| Admin fee / account holder | $7,359 | $7,634-3.6% | $6,252+17.7% | $11,598-36.5% |