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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 | $126,661+136.3% | $113,397+163.9% | $138,895+115.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.55% | 25.05%-9.5pp | 23.20%-7.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,536 | $3,456-26.6% | $2,977-14.8% | $4,194-39.5% |
| Participant deferral / active EE | $5,647 | $5,693-0.8% | $5,076+11.2% | $6,396-11.7% |
| Admin fee / account holder | $941 | $14,549-93.5% | $11,957-92.1% | $12,562-92.5% |