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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 | $334,376 | $87,166+283.6% | $76,735+335.8% | $137,256+143.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.09% | 26.50%-15.4pp | 29.77%-18.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,054 | $2,904-29.3% | $2,454-16.3% | $4,156-50.6% |
| Participant deferral / active EE | $8,003 | $4,726+69.3% | $4,088+95.8% | $6,407+24.9% |
| Admin fee / account holder | $2,032 | $8,403-75.8% | $7,189-71.7% | $12,270-83.4% |