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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 | $252,595 | $181,896+38.9% | $156,551+61.4% | $273,972-7.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.95% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,333 | $6,248-78.7% | $5,501-75.8% | $4,869-72.6% |
| Participant deferral / active EE | $4,296 | $5,550-22.6% | $4,871-11.8% | $5,287-18.7% |
| Admin fee / account holder | $10,994 | $15,560-29.3% | $13,028-15.6% | $10,133+8.5% |