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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 | $90,538+230.4% | $88,457+238.2% | $154,746+93.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 14.02% | 37.97%-23.9pp | 32.69%-18.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $9,059 | $4,914+84.3% | $4,681+93.5% | $4,379+106.9% |
| Participant deferral / active EE | $4,408 | $6,073-27.4% | $5,667-22.2% | $6,730-34.5% |
| Admin fee / account holder | $2,715 | $10,337-73.7% | $9,606-71.7% | $14,365-81.1% |