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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 | $261,597 | $99,345+163.3% | $84,753+208.7% | $273,972-4.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.16% | 22.93%-20.8pp | 22.78%-20.6pp | 41.46%-39.3pp |
| Employer contribution / active EE | $16,166 | $4,214+283.6% | $3,574+352.3% | $4,869+232.0% |
| Participant deferral / active EE | $11,867 | $4,270+177.9% | $3,712+219.7% | $5,287+124.4% |
| Admin fee / account holder | $5,093 | $6,645-23.4% | $5,333-4.5% | $10,133-49.7% |