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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 | $254,462 | $161,352+57.7% | $134,172+89.7% | $137,256+85.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.27% | 28.72%-12.4pp | 25.30%-9.0pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,971 | $4,099-51.9% | $3,420-42.4% | $4,156-52.6% |
| Participant deferral / active EE | $12,819 | $5,552+130.9% | $4,690+173.3% | $6,407+100.1% |
| Admin fee / account holder | $7,442 | $15,028-50.5% | $12,016-38.1% | $12,270-39.3% |