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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 | $405,182 | $215,361+88.1% | $171,082+136.8% | $273,972+47.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.90% | 25.14%-17.2pp | 32.56%-24.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $10,339 | $4,967+108.2% | $4,002+158.4% | $4,869+112.4% |
| Participant deferral / active EE | $19,167 | $5,543+245.8% | $4,797+299.5% | $5,287+262.5% |
| Admin fee / account holder | $4,161 | $10,846-61.6% | $8,520-51.2% | $10,133-58.9% |