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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 | $379,075 | $135,956+178.8% | $123,894+206.0% | $273,972+38.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.24% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,097 | $5,170-78.8% | $4,617-76.2% | $4,869-77.5% |
| Participant deferral / active EE | $3,333 | $6,343-47.4% | $5,984-44.3% | $5,287-37.0% |
| Admin fee / account holder | $2,152 | $9,817-78.1% | $8,357-74.2% | $10,133-78.8% |