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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 | $354,496 | $161,352+119.7% | $134,172+164.2% | $137,256+158.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.94% | 28.72%-8.8pp | 25.30%-5.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,316 | $4,099+5.3% | $3,420+26.2% | $4,156+3.8% |
| Participant deferral / active EE | $11,184 | $5,552+101.4% | $4,690+138.4% | $6,407+74.6% |
| Admin fee / account holder | $3,583 | $15,028-76.2% | $12,016-70.2% | $12,270-70.8% |