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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 | $315,092 | $106,864+194.9% | $147,318+113.9% | $82,637+281.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.34% | 27.49%-6.1pp | 70.43%-49.1pp | 53.51%-32.2pp |
| Employer contribution / active EE | $6,547 | $3,417+91.6% | $4,593+42.5% | $2,552+156.5% |
| Participant deferral / active EE | $7,158 | $6,496+10.2% | $7,906-9.5% | $4,126+73.5% |
| Admin fee / account holder | $4,330 | $8,415-48.5% | $13,708-68.4% | $7,339-41.0% |