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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 | $381,543 | $126,661+201.2% | $113,397+236.5% | $138,895+174.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.97% | 25.05%-10.1pp | 23.20%-8.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $3,945 | $3,456+14.1% | $2,977+32.5% | $4,194-6.0% |
| Participant deferral / active EE | $16,940 | $5,693+197.6% | $5,076+233.7% | $6,396+164.8% |
| Admin fee / account holder | $1,141 | $14,549-92.2% | $11,957-90.5% | $12,562-90.9% |