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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 | $277,037 | $182,442+51.8% | $163,379+69.6% | $138,895+99.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.85% | 72.74%-55.9pp | 63.41%-46.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,328 | $4,159-68.1% | $3,752-64.6% | $4,194-68.3% |
| Participant deferral / active EE | $21,594 | $6,817+216.8% | $6,282+243.8% | $6,396+237.6% |
| Admin fee / account holder | $2,873 | $10,396-72.4% | $9,818-70.7% | $12,562-77.1% |