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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 | $289,290 | $99,380+191.1% | $90,312+220.3% | $155,188+86.4% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 14.90% | 19.35%-4.5pp | 18.90%-4.0pp | 148.84%-133.9pp |
| Employer contribution / active EE | $5,633 | $2,390+135.7% | $2,243+151.2% | $4,248+32.6% |
| Participant deferral / active EE | $9,140 | $4,212+117.0% | $3,749+143.8% | $6,531+39.9% |
| Admin fee / account holder | $7,951 | $9,766-18.6% | $8,248-3.6% | $14,480-45.1% |