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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 | $332,806 | $110,212+202.0% | $96,534+244.8% | $139,466+138.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 27.58% | 26.42%+1.2pp | 25.88%+1.7pp | 373.66%-346.1pp |
| Employer contribution / active EE | $3,833 | $3,620+5.9% | $2,965+29.3% | $4,754-19.4% |
| Participant deferral / active EE | $9,456 | $5,547+70.5% | $4,851+94.9% | $6,712+40.9% |
| Admin fee / account holder | $2,135 | $11,599-81.6% | $8,253-74.1% | $11,409-81.3% |