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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 | $366,823 | $135,956+169.8% | $123,894+196.1% | $273,972+33.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.56% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $5,444 | $5,170+5.3% | $4,617+17.9% | $4,869+11.8% |
| Participant deferral / active EE | $11,180 | $6,343+76.3% | $5,984+86.8% | $5,287+111.5% |
| Admin fee / account holder | $3,229 | $9,817-67.1% | $8,357-61.4% | $10,133-68.1% |