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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 | $356,523 | $124,425+186.5% | $112,040+218.2% | $137,256+159.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.03% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $16,559 | $3,411+385.4% | $2,954+460.6% | $4,156+298.4% |
| Participant deferral / active EE | $8,313 | $5,718+45.4% | $5,098+63.1% | $6,407+29.8% |
| Admin fee / account holder | $9,228 | $15,207-39.3% | $12,098-23.7% | $12,270-24.8% |