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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 | $387,766 | $102,245+279.3% | $89,340+334.0% | $137,256+182.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.51% | 21.89%-8.4pp | 20.57%-7.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,524 | $2,529+39.3% | $2,231+57.9% | $4,156-15.2% |
| Participant deferral / active EE | $8,516 | $4,436+92.0% | $3,823+122.8% | $6,407+32.9% |
| Admin fee / account holder | $1,850 | $8,085-77.1% | $6,704-72.4% | $12,270-84.9% |