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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 | $124,425+140.5% | $112,040+167.1% | $137,256+118.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.55% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,536 | $3,411-25.7% | $2,954-14.1% | $4,156-39.0% |
| Participant deferral / active EE | $5,647 | $5,718-1.2% | $5,098+10.8% | $6,407-11.9% |
| Admin fee / account holder | $941 | $15,207-93.8% | $12,098-92.2% | $12,270-92.3% |