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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 | $299,130 | $99,635+200.2% | $99,460+200.8% | $198,609+50.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 14.02% | 11.15%+2.9pp | 11.98%+2.0pp | 202.70%-188.7pp |
| Employer contribution / active EE | $9,059 | $6,694+35.3% | $6,049+49.7% | $5,055+79.2% |
| Participant deferral / active EE | $4,408 | $6,766-34.8% | $5,995-26.5% | $6,977-36.8% |
| Admin fee / account holder | $2,715 | $22,915-88.2% | $18,725-85.5% | $19,030-85.7% |