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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 | $257,456 | $99,345+159.2% | $84,753+203.8% | $273,972-6.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.07% | 22.93%-16.9pp | 22.78%-16.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $13,516 | $4,214+220.7% | $3,574+278.1% | $4,869+177.6% |
| Participant deferral / active EE | $8,821 | $4,270+106.6% | $3,712+137.6% | $5,287+66.8% |
| Admin fee / account holder | $3,594 | $6,645-45.9% | $5,333-32.6% | $10,133-64.5% |