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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 | $408,422 | $161,352+153.1% | $134,172+204.4% | $137,256+197.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.61% | 28.72%-15.1pp | 25.30%-11.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,997 | $4,099-26.9% | $3,420-12.4% | $4,156-27.9% |
| Participant deferral / active EE | $7,043 | $5,552+26.8% | $4,690+50.1% | $6,407+9.9% |
| Admin fee / account holder | $8,578 | $15,028-42.9% | $12,016-28.6% | $12,270-30.1% |