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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 | $284,923 | $184,014+54.8% | $161,149+76.8% | $138,895+105.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.27% | 21.52%-4.3pp | 21.16%-3.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,373 | $5,055-53.1% | $4,360-45.6% | $4,194-43.4% |
| Participant deferral / active EE | $18,050 | $6,909+161.2% | $6,153+193.3% | $6,396+182.2% |
| Admin fee / account holder | $5,908 | $18,027-67.2% | $15,194-61.1% | $12,562-53.0% |