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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 | $256,520 | $107,733+138.1% | $92,985+175.9% | $154,746+65.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 10.21% | 30.39%-20.2pp | 27.99%-17.8pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,750 | $3,126-44.0% | $2,662-34.3% | $4,379-60.0% |
| Participant deferral / active EE | $6,007 | $5,053+18.9% | $4,377+37.2% | $6,730-10.8% |
| Admin fee / account holder | $8,802 | $11,369-22.6% | $9,463-7.0% | $14,365-38.7% |