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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 | $107,733+210.4% | $92,985+259.6% | $154,746+116.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 11.09% | 30.39%-19.3pp | 27.99%-16.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,054 | $3,126-34.3% | $2,662-22.8% | $4,379-53.1% |
| Participant deferral / active EE | $8,003 | $5,053+58.4% | $4,377+82.9% | $6,730+18.9% |
| Admin fee / account holder | $2,032 | $11,369-82.1% | $9,463-78.5% | $14,365-85.9% |