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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 | $136,860+160.5% | $120,344+196.3% | $154,746+130.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.03% | 21.38%-6.3pp | 20.30%-5.3pp | 172.34%-157.3pp |
| Employer contribution / active EE | $16,559 | $3,533+368.7% | $3,020+448.3% | $4,379+278.1% |
| Participant deferral / active EE | $8,313 | $5,793+43.5% | $5,135+61.9% | $6,730+23.5% |
| Admin fee / account holder | $9,228 | $15,393-40.0% | $12,742-27.6% | $14,365-35.8% |