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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 | $299,258 | $136,860+118.7% | $120,344+148.7% | $154,746+93.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.55% | 21.38%-5.8pp | 20.30%-4.7pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,536 | $3,533-28.2% | $3,020-16.0% | $4,379-42.1% |
| Participant deferral / active EE | $5,647 | $5,793-2.5% | $5,135+10.0% | $6,730-16.1% |
| Admin fee / account holder | $941 | $15,393-93.9% | $12,742-92.6% | $14,365-93.4% |